Life Insurance Specialist

Job Summary

We are looking for a motivated and results-driven Assistant Manager / Business Development Manager to drive life insurance sales through direct client engagement and field visits. The ideal candidate should have a strong sales background, experience in lead generation, and the ability to convert prospects into customers. This is a performance-oriented role that offers attractive incentives, allowances, and excellent career growth opportunities.

Key Responsibilities

• Generate leads through field visits, cold calling, reference networks, and market activities
• Conduct customer meetings to understand financial needs and recommend suitable life insurance products
• Explain policy details, benefits, and premium options to clients and resolve their queries
• Achieve monthly and quarterly sales targets and contribute to overall business growth
• Maintain strong client relationships and ensure high levels of customer satisfaction
• Coordinate with branch teams, operations, and underwriters to ensure smooth policy processing
• Participate in marketing campaigns, roadshows, and customer engagement initiatives
• Maintain timely records of all sales activities, leads, and customer interactions in CRM or reporting formats
• Stay updated on market trends, competitor offerings, and regulatory guidelines

Required Skills & Competencies

Qualifications

What We Offer

Skills : reporting,crm familiarity,customer engagement,life insurance,regulatory compliance,negotiation,sales,basic computer literacy,field visit,communication,life insurance knowledge,interpersonal skills,insurance,field sales,incentives,lead generation