Senior Sales Agent

Company Description Pramerica Life Insurance Limited is a life insurance company focused on providing protection and long-term financial security to customers across India. Operating since 2008, the company serves diverse customer segments through multiple, customized distribution channels. Pramerica Life emphasizes quality financial advice, helping individuals and families protect their loved ones and achieve their financial goals. Headquartered in Gurugram, Haryana, the company supports customers through robust service channels, including phone, email, digital platforms, and WhatsApp. The Pramerica mark is used under license from The Prudential Insurance Company of America.

Role Description The Senior Sales Agent is a full-time, on-site role based in Patna, responsible for driving life insurance sales and building long-term customer relationships. Day-to-day responsibilities include identifying prospective clients, explaining Pramerica Lifes products and solutions, and recommending suitable plans based on individual financial goals and protection needs. The role involves conducting in-person meetings, following up on leads, managing a sales pipeline, and ensuring accurate documentation and policy issuance. The Senior Sales Agent will collaborate with internal teams, adhere to regulatory and company compliance standards, and work toward monthly and quarterly sales targets. Ongoing activities include market research, participation in local sales campaigns, and continuous development of product and industry knowledge.

Qualifications

• Strong sales and business development skills, including lead generation, negotiation, and closing abilities.
• Customer relationship management skills, with a focus on needs assessment, consultation, and long-term client servicing.
• Excellent communication and interpersonal skills for clear product explanation and professional in-person interactions.
• Basic financial literacy and the ability to understand and explain life insurance, protection plans, and financial security concepts.
• Proficiency in using digital tools and CRM systems to track leads, follow-ups, and customer information.
• Proven experience in insurance, financial services, or a similar sales-driven environment is highly beneficial.
• Bachelors degree in business, finance, marketing, or a related field preferred; relevant work experience may be considered in lieu of formal education.
• Self-motivated, target-oriented, and comfortable working in a fast-paced on-site environment in Patna.