Desired Candidate Profile and Experience
- a) 25 years of experience in Bancassurance sales (Life Insurance)/open market experience
- b) Hands on experience in generating business through Partnerships/Self Sourcing/Referrals
- c) Strong understanding of customer profile
- d) Generate insurance leads through referrals, branch walkins, customer data mining
What to look for in a candidate:
- 1. Presentable, communication skills with quick check on basic maths.
- 2. Aging below 25 & a self-starter.
- 3. Check energy levels, hunger for growth & for incentives.
- 4. Look for success stories of sales closures done through open market if any
1) Job Purpose
- 1) Drive Life Insurance business growth through consistent acquisition and conversion of opportunities
- 2) Drive end to end business – customer identification, lead creation, conversion and issuance
- 3) Ensure seamless pre- and post-sales support
2) Principal Accountabilities
Supporting Actions
- Achieve Targets i.e. Premium and NOP
- 1. Generate leads as per targets decided
- 2. Periodically monitor and review performance on the assigned top line and health parameters
- 3. Get the sales process, lead conversion and closure of sale
- Executes smooth function of the sales and other processes to maximise business potential.
- 1. Communicate any process change or change in any rules and regulations with the help of different training modules
- 2. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blockers
- Execute the right method of business acquisition
- 1. Scrutinise the business on regular basis and give the relevant information to stakeholders
- 2. Achieve Persistency targets as per the company norms so that renewals take place on time
- 3. Take corrective actions related to persistency
3) Relationships (If Applicable)
Internal
Frequency
Nature
Support Executives
Training Team
Issuance Team
Client Service
Daily
Weekly/Monthly
Daily
As and When Required
To Log-in and receipting Policies.
Training for stake holders and product updates
To ensure the policies are Issued on time
Service-related issues.
External
Frequency
Nature
Relationship
Daily
Business Development and to ensure the smooth sailing,