Assistant Manager - Life Insurance Sales

Job Summary:

We are looking for a motivated and results-driven Assistant Manager / Business Development Manager to drive life insurance sales through direct client engagement and field visits. The ideal candidate should have a strong sales background, experience in lead generation, and the ability to convert prospects into customers. This is a performance-oriented role that offers attractive incentives, allowances, and excellent career growth opportunities.

Key Responsibilities:

• Generate leads through field visits, cold calling, reference networks, and market activities

• Conduct customer meetings to understand financial needs and recommend suitable life insurance products

• Explain policy details, benefits, and premium options to clients and resolve their queries

• Achieve monthly and quarterly sales targets and contribute to overall business growth

• Maintain strong client relationships and ensure high levels of customer satisfaction

• Coordinate with branch teams, operations, and underwriters to ensure smooth policy processing

• Participate in marketing campaigns, roadshows, and customer engagement initiatives

• Maintain timely records of all sales activities, leads, and customer interactions in CRM or reporting formats

• Stay updated on market trends, competitor offerings, and regulatory guidelines

Required Skills & Competencies:

• Proven field sales experience (minimum 2 years) in life insurance, financial products, or similar sectors

• Strong communication, negotiation, and interpersonal skills

• Self-motivated with the ability to work independently and meet targets

• Good understanding of life insurance products, customer needs, and regulatory compliance

• Willingness to travel extensively for field visits and customer meetings

• Basic computer literacy and familiarity with reporting tools or CRM systems

Qualifications:

• Bachelor’s degree in any discipline (Graduation is mandatory)

• IRDAI certification preferred (can be obtained post-joining if not available)

• Candidates with prior experience in insurance sales, agency, or banca channels will be preferred

What We Offer:

• Fixed salary up to ₹7 LPA (based on experience and performance)

• Lucrative performance-based incentives and monthly/quarterly rewards

• Travel and communication allowances

• Professional development and career growth opportunities

• Supportive team culture and sales enablement tools