Sales Executive- Insurance

3 days ago


Mohali Punjab, India FINVASIA CAREER Full time

Sales Executive - Insurance

Department: Sales & Insurance Services

Location: Mohali

Reporting to: Sales Manager / Branch Head

Employment Type: Full-Time

About the Role:
We are looking for a proactive and result-oriented Sales Executive - Insurance to join our

insurance products (Life, Health, Motor, etc.) to customers, ensuring seamless onboarding,

and contributing to the achievement of insurance sales targets.

Key Responsibilities:
1. Sales & Business Development:
Promote and sell various insurance products (Life, Health, General, Motor) to walk-in

and referred customers.

Generate leads through direct marketing, referrals, and cross-sell from the existing

customer base.

Achieve monthly and quarterly insurance sales targets.

2. Customer Handling:
Understand customer requirements and recommend suitable insurance solutions.

Explain policy features, terms, and premium details clearly to customers.

Ensure customer satisfaction and build long-term relationships.

3. Process Management:
Coordinate with underwriting and operations teams for quick policy issuance.

Ensure compliance with IRDA regulations and internal company policies.

4. Reporting & Coordination:
Maintain accurate records of sales leads and follow-ups.

Provide regular MIS and updates to the reporting manager.

Collaborate with branch teams and channel partners to enhance insurance business.

Required Skills & Qualifications:
Graduate in any discipline (Insurance certification preferred).

1-3 years of experience in insurance sales, preferably in NBFCs or banks.

Good knowledge of Life/Health/General insurance products.

Excellent communication and interpersonal skills.

Target-driven with strong negotiation skills.

Basic knowledge of MS Office and CRM tools.

Key Competencies:
Sales Orientation

Customer Service Focus

Product Knowledge

Team Collaboration

Ethical Conduct

Perks & Benefits:
Attractive Incentives on Sales

Performance-based Growth Opportunities

Training and Development Programs



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