Sales Executive

5 days ago

Suvarna Bunglows Ahmedabad, India Coverbee Insurance Brokers Private Limited Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

Job Summary:

We are seeking a highly motivated and results-driven Sales Executive to join our team. This role involves selling a diversified portfolio of financial products, including general insurance, life insurance, and loan products, to new and existing clients.

Key Responsibilities:

  • Prospecting & Lead Generation: Identify and develop new business opportunities through networking, referrals, and cold calling to expand the customer base.
  • Needs Assessment & Consultation: Engage with potential clients to understand their financial situations and needs for insurance and loan products.
  • Product Presentation & Sales: Explain the features and benefits of various general insurance (auto, home, property, health), life insurance, and loan products, recommending suitable options to clients.
  • Relationship Management: Build and maintain strong, long-lasting relationships with clients by providing exceptional customer service and ongoing support (including policy renewals and claims assistance).
  • Target Achievement: Meet and exceed assigned monthly and quarterly sales targets and quotas.
  • Documentation & Compliance: Assist clients with the application process, manage all necessary documentation, and ensure all sales activities comply with company policies and regulatory requirements.
  • Market Awareness: Stay informed about industry trends, market changes, and competitors' products to provide clients with the best solutions.

Qualifications & Skills:

  • Proven experience in a sales role, preferably within the financial services or insurance industry.
  • Strong understanding of insurance (life and general) and loan products is highly desirable.
  • Excellent communication, negotiation, and interpersonal skills.
  • Self-motivated, goal-oriented, and results-driven with a high level of initiative.
  • Strong analytical and problem-solving skills to assess client needs accurately.
  • Proficiency in using CRM software and Microsoft Office Suite.
  • A relevant professional license (as required by local regulations) is often mandatory.
  • Bachelor's degree in Business, Finance, or a related field is preferred.

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