Crafting Job Descriptions for Sales Roles in General Insurance: What Should Be Included?

I need a job description for sales managers, sales executives, and agents in the general insurance sector.

Hi!

The job description should be framed according to his roles and responsibilities. The mentioned description should have proper KRAs so that it evaluates the employee's role.

JD for sales executive:

1. Present and sell company products and services to current and potential clients.
2. Prepare action plans and schedules to identify specific targets and to project the number of contacts to be made.
3. Follow up on new leads and referrals resulting from field activity.
4. Identify sales prospects and contact these and other accounts as assigned.
5. Prepare presentations, proposals, and sales contracts.
6. Develop and maintain sales materials and current product knowledge.
7. Establish and maintain current client and potential client relationships.
8. Prepare paperwork to activate and maintain contract services.

Have a nice day.

Regards,
Ramu

Hi,

Please send me a structured plan that is realistic and deliverable to place these contract sales executives at the required locations.