Life Insurance Sales Executive

2 days ago

Udaipur, Rajasthan, India beBeeInsurance Full time ₹ 42,00,000 - ₹ 70,00,000
Job Opportunity

We are seeking a results-driven professional to fill the role of Insurance Manager. This position requires direct client engagement and field visits to drive life insurance sales.

This is a performance-oriented role that offers attractive incentives, allowances, and excellent career growth opportunities.

Main Responsibilities
  • Generate leads through field visits, cold calling, reference networks, and market activities.
  • Conduct customer meetings to understand financial needs and recommend suitable life insurance products.
  • Explain policy details, benefits, and premium options to clients and resolve their queries.
  • Achieve monthly and quarterly sales targets and contribute to overall business growth.
  • Maintain strong client relationships and ensure high levels of customer satisfaction.
  • Coordinate with branch teams, operations, and underwriters to ensure smooth policy processing.
  • Participate in marketing campaigns, roadshows, and customer engagement initiatives.
  • Maintain timely records of all sales activities, leads, and customer interactions in CRM or reporting formats.
  • Stay updated on market trends, competitor offerings, and regulatory guidelines.
Required Skills & Qualifications
  • Proven field sales experience (minimum 2 years) in life insurance, financial products, or similar sectors.
  • Strong communication, negotiation, and interpersonal skills.
  • Self-motivated with the ability to work independently and meet targets.
  • Good understanding of life insurance products, customer needs, and regulatory compliance.
  • Willingness to travel extensively for field visits and customer meetings.
  • Basic computer literacy and familiarity with reporting tools or CRM systems.
Qualifications Overview
  • Bachelor's degree in any discipline is mandatory.
  • IRDAI certification is preferred, but can be obtained post-joining if not available.
  • Candidates with prior experience in insurance sales, agency, or banca channels will be given preference.

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