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Job Title
| Senior Sales Manager/Sales Manager |
Function | Direct Marketing |
Department
| Direct Marketing |
Reporting To (Title) | Area/Regional Sales Manager |
Superior’s Superior (Title) | Zonal Manager |
Unit
| Birla Sun Life Insurance Company Ltd |
Location
| Zone |
Business
| Life Insurance |
Desired Candidate Profile and Experience
a) 4–6 years of experience in open sourcing sales (Life Insurance)/open market experience
b) Hands-on experience in generating business through Partnerships/Self Sourcing/Referrals
c) Strong understanding of customer profile
d) Generate insurance leads through referrals, branch walk?ins, customer data mining
What to look for in a candidate:
1. Presentable, communication skills with quick check on basic maths.
2. Check energy levels, hunger for growth & for incentives.
3. Look for success stories of sales closures done through open market if any
4. Team Handling
1) Job Purpose |
a) Drive Life Insurance Business from fresh customer acquisition across campaigns b) To ensure all the pre and post sales support and services c) To achieve Sales Targets as defined by the organization |
2) Dimensions What are the areas (in quantitative terms) the job has an impact on? | |||
|
| Dimension | Remarks |
1. | Manpower (Nos.) | Direct: 5-7 Indirect: N/A | |
2. | FYP Targets | ||
3. | NOP Targets | ||
4. | Renewal Collection on orphan Base | ||
3) Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone? |
Key Challenges for the role –
· To identify new Life Insurance customers · To ensure differentiated and segmented approach to various campaigns · To manage attrition of the front-line sales force |
4) Principal Accountabilities | |
Accountability | Supporting Actions |
Acquire New Life Insurance Customers | 1. Acquire new customers from Partnerships, Referrals 2. Lead generation from these new customers |
Achieve Targets related to Premium and NOP | 3. Allocate leads to the team members as per targets decided. 4. Periodically monitor and review performance on the assigned topline and health parameters 5. Handhold and guide them on the sales process, lead conversion and closure of sale 6. Aggressively downloading all the RnR activities running by the organisation. |
Executes smooth function of the sales and other processes in order to maximise business potential. | 1. Communicating any process change or change in any rules and regulations by the help of different training module.
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