Insurance Sales Executive

2 days ago


Bengaluru Chennai Hyderabad, India ti Steps Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Job Summary:

We are seeking a dynamic and results-oriented Insurance Sales Executive to join our sales team. The ideal candidate will be responsible for generating leads, engaging potential customers, explaining insurance products, and closing sales. You will play a key role in expanding our customer base by delivering customized insurance solutions, including life, health, motor, and general insurance policies.

Key Responsibilities:

Sales & Business Development

  • Generate leads through field visits, referrals, telecalling, and online platforms.
  • Educate potential customers on the benefits of various insurance products.
  • Promote and sell insurance policies including life, health, motor, and general insurance.
  • Achieve or exceed monthly and quarterly sales targets and KPIs.

Customer Relationship Management

  • Understand customer needs and recommend appropriate insurance products.
  • Build and maintain long-term relationships with clients.
  • Provide post-sale support and ensure customer satisfaction.

Documentation & Compliance

  • Assist customers with filling out application forms and submitting necessary documents.
  • Ensure compliance with company policies and regulatory guidelines.
  • Maintain accurate records of sales, customer interactions, and follow-ups.

Market Awareness

  • Stay updated on the latest insurance products, industry trends, and competitor offerings.
  • Provide feedback to management for product improvements and marketing strategies.

Key Skills:

  • Strong communication and interpersonal skills
  • Proven sales and negotiation abilities
  • Customer-focused with empathy and trust-building skills
  • Target-driven with a proactive approach
  • Basic knowledge of insurance products and underwriting process
  • Ability to handle objections and close sales effectively
  • Familiarity with CRM tools and MS Office

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