Job Overview

Job details

Pay

• ₹1,00,000 - ₹3,00,000 a year

Job type

• Full-time

Shift and schedule

• Day shift

 

Benefits

Pulled from the full job description

• Cell phone reimbursement
• Health insurance
• Internet reimbursement
• Paid sick time
• Work from home

 

Full job description

About Role: We are looking for a Life Insurance Relationship Manager. He/ She will be an expert in Life Insurance policy sales and will be handling the client relationship end-to-end. The person will be involved in Policy Sales, Cold Calling, Policy Logins & Issuance, Client meetings, Checklist Documents collection, clearing any pendency, engaging with connectors, hiring new insurance advisors, explain top Life Insurance products, managing leads database, maintaining CRM, and Digital Marketing.

Role & Responsibilities:

1. New Advisors Hiring and On-Boarding:

a. Calling the potential Insurance Advisors and explaining them the merit and benefits of Insurance Advisor.

b. Helping them clear exams and then on-boarding them.

2. Advisors- Policy Sales Calls & Policy Logins:

a. Explaining and Training Advisors on new policies

b. Explaining them how to do policy sales and going on call for any policy sales.

c. Doing policy logins and helping advisors clear any pendency.

3. Connectors- Adding & Policy Executions:

a. Calling potential connectors for any insurance leads

b. Sending regular messages to the connectors for best seller policy awareness

c. Informing Connectors their referral commissions

d. Login of Connector policies and issuance

4. New Advisors Database:

a. Maintain and manage the database of New Advisors

b. Calling/ Emailing/ Messaging them for joining as New Advisor

5. New Clients – Leads & Direct Sales:

a. Working on new leads of new clients- Calling, Emailing, Linkedin, Whatsapp

b. Presenting policies to new clients and answering their queries

c. Sharing the proposed policy premiums and getting it login into the system

d. Issuing the policies and then sharing the policy documents

6. Linkedin & Social Media Messages:

a. Posting messages about latest policies on social media and attracting new clients

b. Sending 1-2-1 messages and replies to various queries on social media

c. Transforming any inquiry into a lead

d. Bringing that lead into the CRM system and then taking it forward with calling

7. Handling SME/ Group policy Proposals:

a. Creating proposals for SMEs/ Group/ Organizations

b. Liasoning with the finance team or HR to get the employee data

c. Then creating and sharing the policy proposals

d. Regularly in touch with the SME Finance/ HR person for issuance of new policy

e. Manage any surrender/ closure of employee policies

Mode: Work from Home

Timing: 10 am to 8 pm

Work Days: 5 days working with Saturday as Half-Day.

About Rajvidya Finance (Financial Services for SMEs): Rajvidya Finance provides Loans, Insurance and Investment services to SMEs, Business Owners and Individuals. Servicing clients across India, Rajvidya Finance specializes in raising Unsecured/ Secured Loans for SMEs and Business Owners. It also has expertise in providing Life Insurance policies to individuals and Corporate clients for its employees.

Job Type: Full-time

Pay: ₹100,000.00 - ₹300,000.00 per year

Benefits:

• Cell phone reimbursement
• Internet reimbursement
• Paid sick time
• Work from home

Schedule:

• Day shift

Supplemental Pay:

• Commission pay
• Performance bonus

Application Question(s):

• What is your notice period?
• How many years of experience do you have in Life Insurance Sales?
• How many years of experience do you have in Cold Calling?
• How many years of experience into hiring Insurance Advisors?
• How many years of experience into Life Insurance Policy login?
• What is your Current CTC in Lakhs per annum?

Work Location: Remote