About the role

NBFC Acquisitions & Sales - Life Insurance

Job Summary:

The NBFC Acquisitions & Sales Specialist will play a pivotal role in driving new client acquisition and leveraging existing client relationships to promote life insurance products. This position aims to enhance the organization’s market presence while ensuring customers receive tailored insurance solutions that meet their financial needs.

Key Responsibilities:

Develop and implement strategic acquisition plans to identify and pursue new business opportunities in the life insurance sector.
Build and maintain strong relationships with potential clients, understanding their needs to provide personalized life insurance solutions.
Collaborate with the marketing team to create effective promotional campaigns that drive interest in life insurance products.
Conduct market research to stay informed about industry trends and competitor offerings, adjusting strategies as necessary.
Present insurance product offerings to clients, providing clear explanations of features, benefits, and pricing.
Monitor sales performance metrics to identify areas for improvement and drive team initiatives for achieving sales targets.
Provide ongoing support to clients, addressing inquiries and facilitating claims processes to ensure client satisfaction and retention.

Requirements:

Bachelor’s degree in Business, Finance, Marketing, or a related field.
Minimum of 3 years of experience in sales or business development within the financial services or insurance industry.
Strong understanding of life insurance products, market dynamics, and compliance issues.
Excellent communication and interpersonal skills, with an ability to establish rapport with diverse clients.
Demonstrated ability to meet or exceed sales targets through effective strategies.
Proficiency in CRM software and Microsoft Office Suite.
Strong analytical and problem-solving skills, with a client-centric approach to sales.

Preferred Qualifications:

Certification in life insurance sales or a related financial designation (e.g., CLU, ChFC) is highly desirable.
Experience working in a Non-Banking Financial Company (NBFC) environment.
Proven track record of successful client management and retention strategies.
Knowledge of digital sales platforms and techniques.

Benefits:

Competitive salary package with performance-based bonuses.
Comprehensive health insurance for employees and their dependents.
Retirement savings plan with company matching contributions.
Ongoing training and development opportunities to further career growth.
Flexible work arrangements to promote a positive work-life balance.
Employee discounts on insurance products and services.
A supportive and inclusive company culture that values diversity and teamwork.

NBFC (Acq & Sales)