Assistant sales manager
r3 Consultant
Industry: Insurance
Department: Sales
Experience: 2–5 Years
Location:Mumbai and Pune
Employment Type: Full-time
Job Summary
We are looking for a dynamic and target-oriented Assistant Sales Manager (ASM) to drive insurance sales, manage a sales team, develop distribution channels, and achieve business targets. The candidate will be responsible for customer acquisition, team productivity, partner management, and ensuring strong market penetration.
Key Responsibilities
- Achieve monthly, quarterly, and annual sales and revenue targets.
- Recruit, train, mentor, and manage Insurance Advisors/Agents/Sales Executives.
- Generate new business through direct sales, referrals, and local market activities.
- Develop and maintain strong relationships with customers and channel partners.
- Monitor daily sales activities, lead conversion, and team performance.
- Conduct regular field visits and support the team in customer meetings.
- Identify new business opportunities and expand the customer base.
- Ensure proper follow-up on leads and maximize conversion ratios.
- Educate customers about suitable insurance products such as Life Insurance, Health .
- Ensure compliance with company policies, IRDAI guidelines, and sales processes.
- Prepare daily/weekly/monthly sales reports and provide performance updates to the reporting manager.
- Handle customer queries and coordinate with internal teams for smooth policy issuance and servicing.
- Drive persistency, renewals, cross-selling, and up-selling initiatives.
- 2–5 years of experience in Life insurance sales, and direct/channel sales.
- Experience in team handling and target achievement preferred.
- Strong communication and interpersonal skills.
- Good negotiation and convincing abilities.
- Ability to generate business through field sales and relationship management.
- Strong leadership and team-management skills.
- Comfortable with field work and local-market visits.
- Basic knowledge of insurance products and sales processes.
- Good understanding of MS Excel/CRM systems.
- Monthly/annual premium or revenue achievement.
- Number of new policies/customer acquisitions.
- Lead-to-conversion ratio.
- Team productivity and achievement.
- Advisor/agent recruitment and activation.
- Renewal/persistency performance.
- Cross-selling and up-selling.