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Relationship Manager – Insurance Sales.
Identifying, recruiting, and onboarding new agents - POSP, ensuring they meet company standards and are properly trained.
Achieving Sales Target
Providing ongoing training and development opportunities for agents, including product knowledge, sales techniques, and professional skills.
Guiding agents in achieving sales targets, developing sales strategies, and identifying new business opportunities.
Building and maintaining strong relationships with agents, providing support and addressing their needs.
Tracking agent performance, identifying areas for improvement.
Developing and implementing strategies to grow the agency channel, expand market share, and increase profitability.
Serving as a point of contact between the agency and the company, coordinating with various departments to support the agent network.
Required skills
- Proven working experience as an Insurance Agent or relevant experience from Insurance Broking Industry
- Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
- Basic computer knowledge and statistical analysis
Job Description: Life Insurance Executive / Advisor
Job Title:
Life Insurance Executive / Relationship Officer / Insurance Advisor
Department: Life Insurance / Sales
Location: Kalkaji, New Delhi - 110019
Key Roles & Responsibilities:
- Promote and sell life insurance products such as Term Plans, ULIPs, Endowment Plans, Child Plans, and Pension Plans
- Understand customers’ financial needs and recommend suitable insurance solutions
- Generate new business through leads, referrals, and walk-in customers
- Assist customers with policy documentation and KYC procedures
- Ensure timely policy issuance and provide post-sales customer support
- Follow up for policy renewals and premium payments
- Achieve assigned sales targets and maintain productivity standards
- Maintain accurate customer records and comply with IRDAI guidelines
Eligibility Criteria:
- Minimum qualification: 12th Pass / Graduate
- Freshers and experienced candidates can apply
- Basic communication skills in English/Hindi
- Willingness to work in sales and field activities
Skills Required:
- Customer handling and relationship management
- Sales and persuasion skills
- Basic understanding of insurance products
- Time management and follow-up skills
Experience:
- 0–3 years (Life Insurance experience preferred but not mandatory)
Salary & Benefits:
- Fixed salary + attractive incentives
- Performance-based bonuses
- Professional training and career growth opportunities
Required experience candidates who is currently working in life insurance companies or health insurance
CTC would be as per the profile
Minimum CTC 2.50 lac to 8 lac
We Required people for Life insurance process.
Should have good experience of life insurance sales or Health Insurance sales
Salary would be 2.50 lac to 6 lac , hike on your last CTC
Job location Pan India
Department Corporate Agency and Broking Band 5A/5B/4
JOB SUMMARY:
Job PurposeTo Drive business through channel partner's sales team and distribution network.
Key Responsibilities:
1. To Build strong relationship across the partner network
2. To Grow the business by driving sales of MLI products through partner sales team
3. To Organize catch-up meetings with partners and their clients to introduce MLI products in their portfolios
4. To Activate maximum number of mapped sub-brokers/RMs/Lead Generators on a monthly basis
5. To Ensure smooth issuance of all cases from start to finish and maintain persistency of all issued policies
6. To Prepare and send daily report on meetings and sales numbers to all stakeholders
7. To Track the status of logged in policies in the central MIS
8. To Update on the tasks assigned for driving focused business through the task MIS
9. To Maintain and update the persistency data of the assigned cases
10. To Train partner RMs on MLI products and processes
KEY RELATIONSHIPS:
Internal:
Business Heads
MLI HR & Sales Training Team
MLI Operations Team
External:
Business Partners
Top Insurance Brokers
Top Clients
Measures of Success:
Actual sales generated vs plan
Accuracy and timeliness of sales reports
Actual activity vs targeted activity
Accuracy of competitor information;
up to date data; Identification of potential
contacts and conversion to channel
partner/customer.
DESIRED QUALIFICATIONS and EXPERIENCE:
Qualifications: Graduate / Post Graduate
Experience: 2 - 6 years of relevant in Insurance Sales in Broking / Banca Sales
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