Territory Manager - Jhansi

Star Union Dai ichi Life Insurance (SUD Life); Jhansi; On-site; INR 300,000 - 600,000; Full time

Job summary

Star Union Dai ichi Life Insurance (SUD Life) is seeking a Front Line Sales Officer to drive life insurance sales through bank partnerships and targeted customer bases. The role emphasizes identifying candidates, promoting products, and achieving branch-wise targets within the Bancassurance framework.

The candidate will lead, mentor, and equip the sales team to deliver need-based solutions, manage end-to-end sales processes, and strengthen brand presence across clusters.

Qualifications

• Minimum 5 years of experience in life insurance (Bancassurance experience preferred).
• Graduate degree required; postgraduate degree preferred.

Responsibilities

• Identify right candidates for front line sales officer roles.
• Promote and achieve sales targets for company products in assigned clusters/banks.
• Support branches in promoting life insurance to existing customers and prospects.
• Assist in generating business from bank partner CASA customer base and coach team.
• Drive product mix and ensure need-based selling through customer profiling.
• Support end-to-end sales processes: closing calls, documentation, medical exams, proposal scrutiny, renewals.

Skills

Sales

Team leadership

Bancassurance

Education

Graduate degree

Postgraduate preferred

Job description

Role & responsibilities

1. Identification of right candidates for the role of front line sales officer.

2. Promoting sales of the Companys products, achieving and exceeding business targets set by the Company in respect of the clusters branches/outlets within the area of jurisdiction; In line with business targets and mapping.

3. Achieving these targets by providing all possible support to the allotted clusters in promoting life insurance business to their existing customers as also to the prospects. Drive business to the asset base customers of the by using the bank partner database and business.

4. Work to generate business through the liability base CASA customer base of the bank partner branch. Enable the sales officers in the team and equip them with the required knowledge and skill to pitch relevant products to this base of customer. Ensure need based selling by doing the customer profiling and educate the sales officers in the team to do the same.

5. Drive right product mix

6. Driving and supporting all the new business sales and service functions viz. closing sales calls, aiding in completion of documentation, facilitating pre-insurance medical examination, scrutiny of the proposal papers so as to minimize the turnaround time in policy issue; facilitating renewal premium collections, customer service, etc.

7. Ensure download of key organizational communication with the team for their involvement in the mainstream strategy execution. Implementation of the key company strategies in the branches/geographies assigned

8. Promoting the brand image of the Company and implementing all initiatives of the Company related to brand building exercises, as well as maintaining excellent relationship with the corporate agents.

9. Adherence to the company Sales Management Processes & ensure adherence within the team of sales officers

10. Arranging exhibitions, customer meets, cluster meets etc.

11. Such other duties as may be entrusted from time to time;

Preferred candidate profile

• Minimum Graduate (Post Graduates preferred)
• 5-9 years of experience in Life Insurance industry (Bancassurance experience preferred)