VI

Relationship Manager - Life Insurance Sales

Vimerse Infotech
Mumbai1-6 LPA Posted 30 Jun 2025
FULL TIME
Negotiation
Insurance
Sales
Communication
Crm

Job Description

  • Generate new business by using various sales techniques to promote and sell life insurance policies to potential customers.
  • Provide excellent customer service to new and existing clients, building long-lasting relationships and fostering trust.
  • Stay updated with the latest market trends, product, and industry knowledge to provide sound advice.
  • Meet and exceed sales targets and goals.

Candidate Qualifications

  • Previous Sales Experience: Proven success in a sales role, preferably in insurance or financial services. Experience in life insurance sales is highly desirable.
  • Excellent Communication Skills: Strong verbal and written communication skills to effectively present information, listen actively, and respond to client inquiries.
  • Interpersonal Skills: Ability to build rapport, establish trust, and maintain long-term relationships with clients. Good negotiation and persuasion skills are essential.
  • Self-Motivated: Demonstrated ability to work independently, set goals, and achieve targets. You should be proactive and driven to succeed in a competitive sales environment.
  • Ethical Conduct: Adherence to high ethical standards, maintaining client confidentiality, and following regulatory guidelines.
  • Knowledge of Insurance Products: Familiarity with various types of life insurance policies, their features, and benefits. Understanding of underwriting principles and risk assessment is an advantage.
  • Computer Proficiency: Basic knowledge of computer systems, including proficiency in using Customer Relationship Management (CRM) software, Microsoft Office, and online communication tools.

Required Skills

  • Sales
  • Life Insurance
  • Customer Service
  • Interpersonal Communication
  • Negotiation

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