Policy advisor(Life Mitra)/Pension promoter

Life Mitra – Roles \& Responsibilities

• Identify, generate, and qualify leads while engaging with prospective customers in a professional manner.
• Present SBI Life insurance products and recommend suitable solutions aligned with customer requirements and financial goals.
• Support customers through policy documentation, application processing, and issuance procedures.
• Deliver end-to-end after-sales service, including premium payment reminders, policy servicing, and claim assistance.
• Build and maintain strong, long-term customer relationships while consistently achieving assigned sales targets.
• Conduct regular follow-ups with prospects and existing clients to ensure higher conversion and retention rates.
• Educate customers on various insurance plans, benefits, and policy features to enable informed decision-making.
• Maintain accurate records of customer interactions, leads, and sales activities in the CRM system.
• Coordinate with internal teams to ensure smooth onboarding and timely policy issuance.
• Participate in training programs and product updates to stay informed about new offerings and compliance guidelines.
• Ensure adherence to company policies, regulatory requirements, and ethical sales practices at all times.

Pay

₹30,000.00 - ₹130,000.13 per month

Benefits

• Flexible schedule
• Paid sick time

Work Location

Remote