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I’m building a results-driven, fully remote sales unit for Tata AIA and need a consultant who can translate warm and cold insurance leads into closed policies and enduring client relationships. What you’ll tackle • Drive a clear “Increase sales” mandate by taking ownership of a rolling pipeline and hitting conversion targets. • Rely heavily on email marketing as your primary outreach channel—craft sequences, A/B test subject lines, and follow up until the deal is signed. • Guide prospects through insurance-led financial planning so their personal goals align with the right Tata AIA products. • Keep every touchpoint and policy detail pristine inside Salesforce; custom reports and dashboard updates are part of the rhythm. • Nurture long-term trust post-sale, scheduling reviews and upsell conversations to maximize lifetime value. Success markers • Consistent pipeline visibility in Salesforce with up-to-date deal stages. • Measurable lift in monthly closed-won premium. • Email sequences that outperform baseline open- and click-through rates. • Positive client feedback confirming clarity of financial guidance. This role is 100 % remote and compensation is commission-focused, so high performers will see direct rewards. If you thrive on autonomy, transparency, and measurable targets, let’s talk.
Project ID: 40536719
8 proposals
Remote project
Active 57 yrs ago
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