Business Development (Sales) - Internship

Selected intern's day-to-day responsibilities include:

1. Lead Calling: Call potential customers from the provided database or
digital leads (from Meta, Google Ads, etc.) to introduce different insurance
products (health, life, or motor insurance).
2. Explaining Products: Clearly explain the benefits, coverage, premiums, and
claim process of different insurance plans in simple language.
3. Understanding Customer Needs: Ask the right questions to identify what
kind of insurance suits the customer e.g., health vs. term vs. motor.
4. Handling Objections: Address customer doubts such as price concerns,
coverage confusion, or company trust issues confidently and politely.
5. Follow-Ups: Regularly follow up with interested leads until conversion or
closure.
6. Recording Interactions: Update call details, status, and remarks in CRM or
Excel such as "Interested," "Call Back Later," "Not Interested," "Converted,"
etc.
7. Appointment Scheduling: Fix meetings with customers who show strong
interest over the call.
8. On-Site Consultation: Visit the client's home, office, or business place
to present plan options and explain benefits face-to-face.
9. Documentation Assistance: Help customers fill out proposal forms, KYC
documents, and premium payment forms correctly.
10. Relationship Building: Maintain a professional yet friendly approach to
gain customer trust for future renewals or referrals.
11. Cross-Selling: Once a relationship is built, introduce additional
insurance products such as health add-ons, term plans, or accident covers.
12. Daily Report Submission: Share a short end-of-day (EOD) report with the
manager including calls made, meetings done, leads generated, and conversions
achieved.
13. Data Entry & Updates: Maintain lead data in CRM or Google Sheets to
ensure no lead is missed.
14. Team Coordination: Coordinate with the senior BDE or manager for
approvals, plan comparisons, or claim-related queries.
15. Campaign Feedback: Provide real feedback from customers like what offers
or plans they prefer to help improve future campaigns.