Insurance Sales Pipeline Developer

2 days ago

Nashik, Maharashtra, India beBeePipeline Full time ₹ 40,00,000 - ₹ 75,00,000

Job Overview:

The role of Presales Executive is pivotal in our organization, requiring a sales pipeline developer and maintainer. This involves collaboration with the sales team to identify potential clients through research and proactive outreach.

Key Responsibilities:

  • Pipeline Management: Manage a strong sales pipeline by tracking and monitoring leads for consistent follow-ups and timely closures.
  • Lead Qualification: Conduct initial qualification of leads to assess needs and potential, understanding client requirements for suitable insurance solutions.
  • Client Engagement: Develop and implement client engagement programs to maintain interest and build relationships, regularly communicating with prospects through calls, emails, and meetings to nurture leads.
  • Sales Support: Maintain accurate records of client interactions and progress in CRM systems, staying updated on industry trends and competitor offerings.

Requirements:

We are seeking a Presales Executive with strong verbal and written communication skills, a relationship-building mindset with a customer-centric approach, and basic understanding of insurance products. Proficiency in MS Office (Word, Excel, PowerPoint) and CRM software is essential.

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