Senior Sales Agent

Pramerica Life Insurance; Patna; On-site; INR 260,000 - 380,000; Full time

Job summary

Pramerica Life Insurance Limited, a life‑insurance provider serving customers across India, is seeking a Senior Sales Agent for Patna. This is a full‑time, on‑site role focused on driving life insurance sales and building lasting client relationships.

You will identify prospects, explain product options, conduct in‑person meetings, manage a sales pipeline, and strive to meet monthly and quarterly targets while ensuring compliant documentation.

Qualifications

• Must have strong sales and business development skills.
• Ability to assess client needs and offer suitable life insurance solutions.
• Excellent communication and interpersonal skills for in-person interactions.
• Baseline financial literacy to explain plans and concepts.

Responsibilities

• Identify prospective clients and generate leads.
• Explain Pramerica Life’s products and recommend suitable plans.
• Conduct in-person meetings and follow-ups with clients.
• Manage a sales pipeline and documentation for policy issuance.
• Work toward monthly and quarterly sales targets while ensuring regulatory compliance.

Skills

Sales and business development

Customer relationship management

Communication and interpersonal skills

Financial literacy

Digital tools and CRM usage

Insurance/financial services sales

Self-motivated, target-driven

Education

Bachelor’s degree in business/finance/marketing

Tools

CRM systems

Job description

Company Description Pramerica Life Insurance Limited is a life insurance company focused on providing protection and long-term financial security to customers across India. Operating since 2008, the company serves diverse customer segments through multiple, customized distribution channels. Pramerica Life emphasizes quality financial advice, helping individuals and families protect their loved ones and achieve their financial goals. Headquartered in Gurugram, Haryana, the company supports customers through robust service channels, including phone, email, digital platforms, and WhatsApp. The Pramerica mark is used under license from The Prudential Insurance Company of America.
Role Description The Senior Sales Agent is a full-time, on-site role based in Patna, responsible for driving life insurance sales and building long-term customer relationships. Day-to-day responsibilities include identifying prospective clients, explaining Pramerica Life’s products and solutions, and recommending suitable plans based on individual financial goals and protection needs. The role involves conducting in-person meetings, following up on leads, managing a sales pipeline, and ensuring accurate documentation and policy issuance. The Senior Sales Agent will collaborate with internal teams, adhere to regulatory and company compliance standards, and work toward monthly and quarterly sales targets. Ongoing activities include market research, participation in local sales campaigns, and continuous development of product and industry knowledge.
Qualifications

• Strong sales and business development skills, including lead generation, negotiation, and closing abilities.
• Customer relationship management skills, with a focus on needs assessment, consultation, and long-term client servicing.
• Excellent communication and interpersonal skills for clear product explanation and professional in-person interactions.
• Basic financial literacy and the ability to understand and explain life insurance, protection plans, and financial security concepts.
• Proficiency in using digital tools and CRM systems to track leads, follow-ups, and customer information.
• Proven experience in insurance, financial services, or a similar sales-driven environment is highly beneficial.
• Bachelor’s degree in business, finance, marketing, or a related field preferred; relevant work experience may be considered in lieu of formal education.
• Self-motivated, target-oriented, and comfortable working in a fast-paced on-site environment in Patna.