Insurance Sales Ofiicer (SBI-life )

Key Responsibilities:

• Sales & Business Development:
• Drive the sales of SBI Life insurance products by identifying and engaging potential clients.
• Meet sales targets by converting leads into actual sales, ensuring a steady flow of new business.
• Conduct product presentations and explain policy features, benefits, and coverage options to clients.
• Prospect and build relationships with new customers through networking, referrals, and market research.
• Upsell and cross-sell additional insurance products to existing customers based on their needs.
• Customer Relationship Management:
• Maintain long-term relationships with clients, providing support and resolving queries as needed.
• Conduct follow-up calls to ensure customer satisfaction and promote renewals.
• Ensure that clients receive excellent customer service by assisting them with claims and policy changes.
• Provide post-sale support, including policy updates and answering customer inquiries about coverage.
• Reporting & Documentation:
• Keep detailed records of sales activities, client interactions, and policy renewals in the CRM system.
• Submit regular sales reports and updates to the team leader or branch manager.
• Ensure all documentation and forms are accurately completed and submitted as per the company's compliance guidelines.
• Market Research & Networking:
• Stay updated on the latest trends in the insurance market and competitor offerings.
• Network and build relationships with potential clients and business partners in the local market.
• Actively seek out new business opportunities through referrals, digital marketing, and cold calling.