Customer Sales Officer

Job Overview

We are hiring for the India’s fastest  growing LIFE INSURANCE company.


Position               : –   CSO (Customer Sales Officer)

Channel               : –   SPARC – Service Points As a Revenue Channel – This is not Banca/Direct/Agency channel

Payroll                 : –   Direct Payroll of Max Life Insurance Co Ltd

Salary                  : –   3.5 Lacs Per Annam + Incentives

Incentives           : –   There is no capping on earning incentive.




Key Responsibilities: –



(A) Cross Sell / Up Sell


·   Work on every lead of existing customer of Company allocated from HO team.

·   Lead given by company or branch manager ( 70 – 80 % lead ).

·   Generate new lead by existing customer through by your self.

·   Identify financial goals of existing customers and provide financial planning assistance

·   Pitch products as per need of the customer (existing Company customer)

·   Convert leads into new sale


(B) Customer Service/Retention Through Relationship Management (existing company customers)



·   Establishing and strengthening relationship with allocated customer base

·   Collection of due premium from customers

·   make new client in ruler area and develop stronger relationship with clients

·   Collection of additional document requirement related to reinstatement

·   Generate interest of the customer to buy another product post providing proper service




Desired Qualification and Experience: –



·   Age should be between 24 years to 33 years

·   Graduate in any field mandatory

·   Must have a minimum of 1 years Sales experience in Life Insurance/Banca/Agency/Direct/Mutual Funds/Assets                      Management

·   Experience in managing customer relationship

·   Knowledge of Insurance sales and related processes




    More info call on     : +91 6352491002

    Send your resume  :



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