Executive Sales Manager at Bajaj Allianz Life Insurance Company Limited
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Bajaj Allianz - Consultant - Insurance (0-8 yrs)
Step 1: Build a Prospect List
- Start with your personal network-family, friends, colleagues, and acquaintances.
- Use social media platforms and networking events to connect with potential clients.
- Focus on identifying people who are financially aware and interested in long-term investments or insurance plans.
Step 2: Understand Client Needs
- Schedule meetings to understand their financial goals, such as child education, retirement, or wealth creation.
- Ask open-ended questions and listen carefully to their concerns and requirements.
Step 3: Recommend Suitable Plans
- Match their needs with Bajaj Allianz plans that offer value.
- Explain the benefits, including life cover, tax savings, and potential returns.
- Highlight flexibility in premium amounts, starting at - 25,000 per year.
Step 4: Showcase Your Credibility
- Share success stories or testimonials from existing clients.
- Explain how Bajaj Allianz is a trusted brand with reliable plans.
Step 5: Follow Up Regularly
- Keep in touch with prospects who need time to decide.
- Share reminders about financial deadlines like tax-saving season or policy benefits.
Step 6: Focus on Volume and Quality
- Aim to secure at least 24 policies with an average annual premium of - 25,000 to achieve the - 6 Lakh target.
- Focus on larger premium cases by targeting high-income clients for faster progress.
Step 7: Leverage Referrals
- Request satisfied clients to refer you to friends and family.
- Offer small incentives like free consultations or gift vouchers to encourage referrals.
Step 8: Stay Consistent and Motivated
- Set daily or weekly activity goals (e.g., meet 5 prospects daily, close 2 policies weekly).
- Celebrate small wins and keep yourself motivated to stay on track.
