Insurance Sales Executive

3 weeks ago


Mumbai, Maharashtra, India Estalvis Advisors Pvt. Ltd. Full time

A. Job Title: Insurance Sales Executive

B. Department: Direct Sales

C. Industry: Insurance

D. Job Summary:

Estalvis Advisors Pvt. Ltd. is seeking an Insurance Sales Executive to join our team. As a Sales Executive, you will be responsible for driving life insurance sales through direct customer interaction, ensuring a smooth and effective sales process.

E. Key Responsibilities:

  1. Drive life insurance sales via direct customer interaction, ensuring a smooth and effective sales process.
  2. Utilize both allocated and self-sourced leads to achieve sales targets.
  3. Maintain accurate and up-to-date records of client interactions, business performance, and lead progress.

F. Qualifications:

  • Minimum of 1 year of sales experience; experience in Life Insurance Direct Sales is highly preferred.

G. Functional Competencies:

  1. Knowledge of Financial Markets
  2. Sales Process Implementation
  3. Business Planning
  4. Competition Benchmarking

H. Behavioral Competencies:

  1. Opportunity Anticipation: Proactively identify and leverage business opportunities.
  2. Relationship Building: Ability to foster long-term customer relationships based on trust and value.
  3. Customer Orientation: Focused on delivering customer-centric solutions.
  4. Accountability for Results: Take ownership of targets, performance, and outcomes.


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