Field Sales Executive - JP Nagar, Bengaluru, Karnataka, India - MAX LIFE INSURANCE COMPANY
Description
Field Sales Executive for Life Insurance Sales:
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company.
KEY RESPONSIBILITIES
Drive Revenue through Cross sell / Up sell
- Focus on crosssell & upsell opportunity in every lead allocated from HO team
- Drive productivity measures like lead to conversion ratio.
- Exceed month on month revenue target & collection target
- Competition Analysis for giving professional advice to customer
- Fix selfappointments every day from the given customer database as per the campaign
Customer Service/Retention through relationship management
- Timely & effectively resolve service requests of customers.
- Drive renewal collection on allocated base.
- Ensure retention of his/her allocated" Book of Relations" (existing customer database).
- Establishing and strengthening relationship with the allocated customer base.
- Identify financial goals of customers and providing financial planning assistance.
MEASURES OF SUCCESS
- TAT adherence for updating System
- CSG
- Successful completion of crosssell/ upsell Business Goals month on month
- Collection of payment/premium from days' due policies
- Complaint Resolution /Customer satisfaction
- Achievement of Retention Targets
- 45 unique customer meetings in a month
- More than 90% attendance (of total working days)
- Successfully score >=80% in the Functional Trainings imparted
DESIRED QUALIFICATIONS AND EXPERIENCE
- Graduate with 3 years' experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months' exposure to Life Insurance
- Must own a conveyance
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills
- English and regional language
Salary:
₹10, ₹20,000.00 per month
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Application Question(s):
- Do you have your own vehicle (two wheeler)?
Education:
- Bachelor's (required)
Experience:
- total work: 1 year (preferred)
Language:
- Hindi (preferred)
License/Certification:
- Driving Licence (required)
Work Location:
In person
Speak with the employer
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