Walk-in || Sales Executive

The candidates who are all interested come directly to the office for walk-in interview

Key Roles & Responsibilities

• Understand customers financial protection needs and explain suitable life insurance products clearly.
• Build and maintain strong relationships with customers, advisors and relevant business partners.
• Follow up with prospects, support policy sales and work towards assigned business targets.
• Maintain accurate records of leads, customer interactions, follow-ups and sales activity.
• Provide good customer service, respond to queries and follow company processes and compliance requirements.
• Ensure customer information and transactions are handled responsibly and accurately.

Channel-Specific Responsibilities

Agency Channel

• Identify and recruit eligible insurance advisors through personal, professional and referral networks.
• Explain the advisor role and guide applicants through required training, examination and appointment formalities.
• Support appointed advisors in generating leads and developing insurance business.

Banca Channel

• Coordinate with bank branch staff and build effective working relationships to develop business opportunities.
• Help bank staff understand insurance products, identify customer needs and recommend suitable products.
• Support branch staff with product guidance, customer queries and quality business generation.

Direct Marketing / PSF Channel

• Receive and manage customer leads through the LMS (Lead Management System).
• Contact customers, schedule appointments and visit customers directly when required.
• Understand customer needs, explain suitable insurance products and follow up to convert leads into sales.

Eligibility & Experience

• Graduates; freshers and candidates with 02 years of experience may apply.
• Experience in sales, customer service, banking, financial services or other customer-facing roles is an advantage.
• Prior life insurance experience is not mandatory.
• Candidates should be comfortable with customer interaction, follow-ups and achieving sales targets.
• Willingness to travel locally and work across assigned locations is preferred.

Skills & Competencies

• Good communication and interpersonal skills
• Customer relationship management
• Sales orientation and target focus
• Learning ability and product knowledge
• Follow-up, negotiation and problem-solving skills
• Flexibility and willingness to travel as required