Insurance Sales Manager

Key Responsibilities

Sales

Make outbound calls to digital and existing leads for life insurance products

Handle inbound inquiries received through digital channels

Explain life insurance plans including Term Insurance, Endowment, ULIP, Savings, and Retirement plans

Understand customer financial needs and suggest suitable life insurance solutions

Close sales through telephonic and digital modes

Relationship Management

Build and maintain long-term relationships with existing clients

Ensure timely renewals, premium follow-ups, and policy servicing

Cross-sell and up-sell life insurance products to existing customers

Act as a single point of contact for customer queries and support

Digital Operations

Assist customers with online proposal forms, documentation, and policy issuance

Work on insurer portals, CRM systems, and digital sales platforms

Maintain accurate customer and sales records in CRM systems

Compliance & Targets

Achieve assigned call, sales, and retention targets

Ensure adherence to IRDAI guidelines and company policies

Coordinate with internal teams and insurers for smooth policy processing

Required Skills & Qualifications

Minimum 1 year of experience in life insurance telecalling or relationship management

Strong knowledge of life insurance products and sales processes

Hands-on experience with digital insurance platforms, CRM tools, and insurer portals

Excellent communication, negotiation, and relationship-building skills

Ability to handle objections and close sales digitally

Basic computer proficiency (MS Office, email, WhatsApp, online tools)

Job Types

Full-time, Permanent

Pay

₹20,000.00 - ₹40,000.00 per month

Benefits

Health insurance

Provident Fund

Experience

Relationship management

1 year (Required)

Customer relationship management: 1 year (Required)

Insurance sales

1 year (Required)

life insurance sales

1 year (Required)

Language

English (Required)

Work Location

In person