Team Leader

About the Role

The Team Leader (also referred to as Sales Officer) at Bajaj Life Insurance is tasked with driving new business growth, managing customer engagements, and meeting defined sales objectives by promoting life insurance products across multiple channels.

Key Responsibilities

• Generate business leads through cold calls, referrals, and in-person outreach.
• Engage prospective clients by presenting and explaining insurance products.
• Carry out regular visits and meetings at client locations daily.
• Consistently achieve monthly and quarterly sales and revenue goals.
• Prepare and process proposal documentation and ensure follow-up to complete policy issuance.
• Manage policy renewals and provide ongoing customer support.
• Develop and nurture long-term relationships with clients to maintain retention.
• Keep updated records including daily Management Information Systems (MIS), call logs, and activity reports.
• Attend regular training sessions to enhance product knowledge and sales skills.

Required Qualifications and Skills

• Graduate or undergraduate degree, depending on the role specifics.
• Experience in insurance or BFSI sales is favorable but not mandatory.
• Effective communication and persuasive abilities.
• Customer-centric mindset coupled with a drive to meet targets.
• Strong discipline and ability to manage time efficiently.
• Basic proficiency in Microsoft Office and CRM software.

Compensation and Benefits

• Competitive fixed monthly salary between INR 24,000 and INR 95,000.
• Incentives linked to performance achievements.
• Recognition and rewards based on sales outcomes.
• Opportunities for professional development and career progression.
• Association with a reputable and established life insurance provider.