Team Associate

As a Team Associate with MR Associates (Kotak Life Insurance agency), you support the sales and operations of life insurance products. You work with a team of advisors to generate leads, assist in customer engagement, help achieve sales targets, and ensure smooth day-to-day activities of the insurance team.

**📍 Key ResponsibilitiesSales & Client Engagement

• Support the team in promoting and selling life insurance products (term plans, savings plans, retirement plans, etc.).
• Help generate new leads through outreach, referrals, and market engagement.
• Assist in converting prospects into customers by explaining product benefits.

Team Support & Operations

• Maintain records of leads and sales activities.
• Work closely with senior team members or advisors to coordinate field visits or customer meetings. (Typical life insurance agency task)
• Help ensure sales processes and documentation are managed properly. (general agency responsibility)

Customer Service

• Respond to customer questions and provide basic support.
• Follow up with existing clients for renewals or additional opportunities. (common life insurance advisor job duty) Indeed

Compliance & Administration

• Ensure adherence to agency guidelines and regulatory norms (like IRDAI requirements for insurance agents). (common in insurance channel jobs) Kotak Life
• Support preparation of simple reports and communication to team leads. (typical team support role)

📌 Skills & Qualities✔ Good communication and interpersonal skills.

✔ Ability to work as part of a team and support others.

✔ Basic knowledge of insurance products (preferred but not always required).

✔ Positive attitude, willingness to learn, and result-oriented.

• 🎯 Typical Targets Support achievement of monthly sales goals of the team. (general for sales support roles)

Help with customer outreach & lead follow-ups. 📋 Requirements📌 Education: 10+2 / 12th pass or equivalent.

📌 Experience: Fresher or any experience; training provided.

📌 Language: Basic communication skills (English/Regional).

📌 Age: 18–60 years (varies by listing)

💰 Salary & Benefits💵 Salary Range: Often fixed + incentives/bonuses based on performance. (shown in similar listings)

Other perks may include health/ESI/PF or flexible hours (varies by agency)