Regional Sales Officer PES Hr Services

About PES Hr Services

Job Description

The primary objective is to collaborate proactively with Bancassurance channel partners and stakeholders to ensure CHL achieves its business goals in alignment with Annual Operating Plan (AOP) targets, focusing on both new customer acquisition and retention as outlined in individual objective-setting sheets. Facilitate higher productivity levels by supporting channel partners in optimizing processes from submission to issuance within agreed timelines.

Safeguard the interests of customers and CHL by ensuring compliance with regulatory and internal guidelines, as well as the effective use of processes and systems. Cultivate and manage partner expectations to enhance relationship quality, fostering a mutually beneficial model.

• Communication Skills: Ability to clearly explain the benefits and features of traditional life insurance plans, ensuring clients understand their options and the value of the coverage.
• Customer Focus: Strong commitment to understanding and meeting the specific needs of clients, providing personalized service and support.
• Relationship Building: Ability to build and maintain trust with clients, fostering long-term relationships that encourage client loyalty and referrals.
• Sales Expertise: Proven track record in selling traditional life insurance products, with a deep understanding of the sales process and techniques.
• Product Knowledge: In-depth understanding of traditional life insurance plans, including whole life, term life, and endowment policies, and their respective benefits.
• Regulatory Knowledge: Awareness of regulatory and compliance requirements specific to traditional life insurance, ensuring all sales practices adhere to legal standards.
• Problem-Solving: Quick thinking and problem-solving skills to address client concerns and find suitable solutions that meet their insurance needs.
• Ethical Judgment: Strong sense of ethics and integrity in all dealings, ensuring clients' best interests are always prioritized.
• Adaptability: Ability to adapt to changing client needs and market conditions, staying informed about industry trends and updates.
• Persistence: Determination to follow up with potential clients and close sales despite challenges, demonstrating resilience and dedicationEnsure strict adherence to regulatory and internal compliance guidelines to maintain operational integrity.
• Support the achievement of assigned targets** on a month-on-month basis including persistency targets and hence ensure delivering of measurable results.

*10+2 candidates with sales experience of minimum 1 year will be considered for CL 8 only.

** Targets at Company discretion and subject to level, location and may change accordingly