Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base
Job Summary
Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
Adopt need based selling (Tailor make recommendation based on customer’s profile) and assist and coordinate with customers to facilitate smooth policy insurance.
Ensure that all procedural requirement for policy issuance are complete and correct.
Matching Summary
Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
Skills & Requirements
Must-have
Lead generation through retail distribution
Serving existing customers and leads
Need-based selling and policy assistance
Rigorous follow-up on prospects
Updating prospect information on LMS/VYMO
Ensuring procedural requirements for policy issuance
Nice-to-have
Driving BTL activities
Maximizing virtual connects with prospects
Transparency in product information
Key Requirements
Minimum Graduate
3-6 years work experience
Minimum 6 months experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship