Team Leader / Sales Officer

Overview

The role of Team Leader / Sales Officer at Bajaj Life Insurance involves spearheading business development efforts, managing client relationships, and driving sales of life insurance products by leveraging both direct interactions and various marketing channels.

Key Duties and Responsibilities

• Generate prospective customer leads through methods such as cold calling, referrals, and face-to-face field engagements.
• Engage with potential clients to explain insurance product offerings and their benefits.
• Conduct routine field visits and meetings to build customer connections and foster trust.
• Consistently meet or exceed monthly and quarterly sales and revenue targets.
• Handle documentation processes for proposals and diligently follow up to ensure policy issuance.
• Manage timely policy renewals and provide ongoing customer service and support.
• Establish and nurture durable relationships with customers to enhance retention.
• Maintain accurate daily records and reports including MIS, call logs, and progress updates.
• Participate actively in training programs to improve product knowledge and sales techniques.

Required Skills and Competencies

• Excellent communication abilities with a talent for persuasion.
• A customer-centric approach to sales and service.
• Strong focus on achieving targets and delivering measurable results.
• Effective time management skills and self-discipline.
• Basic proficiency in MS Office and CRM software applications.

Educational Qualifications and Experience

• Graduate or undergraduate degree appropriate to the role.
• Experience in insurance or financial services sales is favored but not mandatory.

Compensation and Career Benefits

• Competitive fixed monthly salary ranging between INR 24,000 and INR 95,000.
• Attractive incentive schemes based on performance.
• Rewards and recognition programs for outstanding achievements.
• Access to professional training and opportunities for career advancement.