Policy advisor(Life Mitra)

Job description

**Life Mitra – Roles & Responsibilities** - Identify, generate, and qualify leads while engaging with prospective customers in a professional manner. - Present SBI Life insurance products and recommend suitable solutions aligned with customer requirements and financial goals. - Support customers through policy documentation, application processing, and issuance procedures. - Deliver end-to-end after-sales service, including premium payment reminders, policy servicing, and claim assistance. - Build and maintain strong, long-term customer relationships while consistently achieving assigned sales targets. - Conduct regular follow-ups with prospects and existing clients to ensure higher conversion and retention rates. - Educate customers on various insurance plans, benefits, and policy features to enable informed decision-making. - Maintain accurate records of customer interactions, leads, and sales activities in the CRM system. - Coordinate with internal teams to ensure smooth onboarding and timely policy issuance. - Participate in training programs and product updates to stay informed about new offerings and compliance guidelines. - Ensure adherence to company policies, regulatory requirements, and ethical sales practices at all times. Pay: ₹30,000.00 - ₹1,312,329.13 per month Benefits: - Flexible schedule - Paid sick time Work Location: Remote