Team Leader - Sales Officer

Overview

Position: Team Leader / Sales Officer at Bajaj Allianz Life Insurance.
Location: As required by business needs.
Experience Level: Suitable for both freshers and experienced candidates.

Role Summary

The primary responsibility is to drive new business acquisition, maintain and nurture customer relationships, meet specified sales targets, and advocate life insurance products via multiple channels.

Key Duties

• Proactively source leads by cold calling, receiving referrals, and conducting field activities.
• Engage with potential clients to clearly explain the features and benefits of life insurance products.
• Perform regular field visits and client interactions daily.
• Consistently achieve monthly and quarterly sales and revenue objectives.
• Manage proposal paperwork and ensure timely follow-up for policy issuance.
• Facilitate prompt renewal processes and deliver ongoing customer service.
• Establish and sustain enduring customer relationships.
• Maintain accurate daily records including MIS, call logs, and activity reports.
• Attend training sessions to expand product knowledge and sales techniques.

Required Skills and Attributes

• Strong verbal communication and persuasion abilities.
• A customer-centric mindset dedicated to service excellence.
• Goal-oriented approach with a focus on achieving results.
• Effective time management skills and disciplined work habits.
• Familiarity with basic MS Office applications and CRM software.

Qualification and Experience

Graduates or undergraduates may apply. Experience in Insurance or BFSI sales is advantageous but not compulsory.

Compensation and Benefits

• Fixed monthly remuneration accompanied by attractive incentives.
• Performance-based rewards and formal recognition programs.
• Access to professional training opportunities and career development pathways.
• Opportunity to work with a reputed and trusted life insurance brand.