Direct Sales Manager

This job is provided by apna.co Roles & Responsibilities Direct Channel (Health Insurance Sales)

Client Acquisition & Lead Conversion

Identify potential customers and conduct daily sales calls to schedule financial planning sessions.

Effectively convert company-generated leads into successful sales closures.

Acquire new customers and generate the targeted health insurance premium.

Product Presentation & Consultation

Deliver complete and accurate product information to customers.

Address client queries and recommend suitable insurance plans based on their needs.

Lead Management & Business Development

Monitor and pursue prospect and customer leads shared by the company for both new business and cross-sell opportunities.

Continuously build a strong sales pipeline through proactive follow-ups and referrals.

Customer Relationship Management

Manage and nurture customer relationships to ensure policy persistency and timely renewals.

Provide post-sales service and support to enhance customer satisfaction and retention.

Compliance & Process Adherence

Ensure strict adherence to all sales systems, underwriting norms, operational procedures, and compliance requirements.

Maintain accurate and updated records in the company’s systems, ensuring all data entries are complete and correct.

Performance Metrics

Achieve all defined Sales & Distribution (S&D) and Financial KPIs (Key Performance Indicators) assigned for the role.

Consistently meet or exceed targets related to sales volume, policy issuance, and customer engagement.

Regulatory & Ethical Conduct

Follow the defined sales process, Anti-Money Laundering (AML) & Know Your Customer (KYC) guidelines.

Uphold the company's code of conduct and ensure ethical selling practices at all times.