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Department: Digital Sales - Direct Sales
Reports to: Team Lead
Purpose
To generate new leads from reference and self-sourcing, and to convert leads (both self-generated and company provided) to source maximum policies to achieve given targets.
Key Responsibilities
· Source new business through direct sales channels (self-generated & company leads)
· Achieve sales, revenue & persistency targets
· Conduct customer meetings to explain health insurance products & solutions
· Build long-term customer relationships for repeat & referral business
· Ensure adherence to IRDAI/regulatory norms & internal compliance
· Maintain lead tracker and sales tracker - update calls and visits along with the status
Must Haves
· Good knowledge in Insurance & financial products
· 1–3 years’ experience in BFSI sales - Preferable from Insurance
· Local candidate with strong social network, Willing to do field sales Job
· Excellent communication & relationship skills
Qualification: Graduate in any discipline
0 - 4 years