Sales Manager

It is one of India's leading insurance broking houses, licensed by the Insurance Regulatory and Development Authority of India (IRDA) as a Direct Broker for both Life and General Insurance. Headquartered in Kolkata, the company operates across 60+ cities including Delhi, Bangalore, Mumbai, Hyderabad, and Pune and serves a diverse client base of over 70,000 individuals and businesses.

Sales Manager - Life Insurance (Direct Sales | HNI / UHNI / NRI)
About the Role
They are hiring a Sales Manager Life Insurance to drive direct sales of life insurance products to a premium client segment HNI, UHNI, and NRI customers.
This is a pure direct-sales, individual-contributor role. You'll personally source, pitch, and close high-value life insurance business through your own network, referrals, and prospecting not through agents, POSPs, or channel partners.

What You'll Do
Own the complete sales cycle prospecting, meetings, needs analysis, product presentation, negotiation, documentation, and closure.
Acquire new high-value clients through personal networking, referrals, and direct sourcing.
Have consultative conversations with affluent clients around protection, wealth transfer, succession planning, and long-term financial goals and recommend suitable solutions.
Build and maintain a strong pipeline of qualified HNI/UHNI/NRI prospects.
Hit monthly, quarterly, and annual sales targets.
Coordinate with underwriting, operations, and issuance teams for smooth case processing.
Maintain strong persistency and long-term client relationships.
Keep accurate pipeline and activity records.
Stay current on products, market trends, and tax considerations relevant to affluent clients.

What We're Looking For
Must-haves:
8+ years of sales experience, ideally in life insurance
Strong track record in direct/individual sales not agency or channel management
Proven experience selling to HNI / UHNI / NRI clients
Comfort handling high-ticket, complex cases
Strong prospecting, relationship-building, and closing skills
Excellent communication, presentation, and negotiation ability
Ability to independently build a premium client portfolio

Backgrounds we're not considering:
Agency Sales, POSP Sales, Channel Sales, Bancassurance, Agency/Agent Development Manager roles, or general insurance sales without life insurance experience.

Good-fit backgrounds:
Direct/Individual Life Insurance Sales, HNI/UHNI or NRI Life Insurance Sales, Wealth/Affluent Customer Sales with life insurance exposure, high-ticket insurance advisory.

Education
Graduate in any discipline; MBA/PGDM or a financial services qualification is a plus.

Key Metrics You'll Own
Business achieved, number/value of new HNI/UHNI/NRI clients, revenue generated, conversion ratio, average case size, pipeline value, persistency, and referral generation.