Retail Sales Executive

Job Title: Retail Sales Executive – Insurance Broking

To generate new business and manage existing client relationships by promoting retail insurance products (Health, Motor, Personal Accident, Travel, etc.) through effective sales and service delivery.

1.        Business Development & Sales

2.        Generate leads through cold calling, references, walk-ins, and marketing campaigns.

3.        Identify customer insurance needs and offer suitable retail insurance products (Health, Motor, etc.).

4.        Achieve monthly and quarterly sales targets.

5.        Cross-sell and up-sell insurance products.      

6.        Build and maintain strong relationships with individual and small business clients.

7.        Provide prompt post-sales service and assistance with policy renewals, endorsements, and claims support.

8.        Ensure a high level of customer satisfaction and retention.

9.        Coordinate with underwriters and operations teams for policy issuance and servicing.

10.   Collect and verify documents required for policy processing.

11.   Ensure accurate data entry and timely reporting.          

12.   Keep updated on insurance products, competitors, and market trends.

13.   Provide feedback on product improvements and customer expectations.

14.   Adhere to IRDAI and company compliance guidelines.

15.   Maintain confidentiality and accuracy in customer records and transaction

Qualifications & Skills:

1.        Graduate in any discipline (MBA preferred).

2.        Minimum 1–3 years of experience in retail insurance sales / insurance broking / financial services.

3.        Strong communication and negotiation skills.

4.        Customer-oriented approach with problem-solving ability.

5.        Basic understanding of insurance products and digital platform

Key Performance Indicators (KPIs):

1.        Achievement of sales targets (Health, Motor, etc.)

2.        Customer retention and satisfaction rate

3.        Policy renewal ratio

4.        Cross-sell ratio

• It is a Full Time Customer Support / TeleCaller job for candidates with 6 months - 3 years of experience.

More about this Retail Sales Executive job

1. What is the eligibility criteria to apply for this Retail Sales Executive job?
   Ans: The candidate should be Graduate and above and above with 6 months - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹35000 per month that depends on your interview. It's a Full Time job in Nashik.
3. How many working days are there for this Retail Sales Executive job?
   Ans: This Retail Sales Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Retail Sales Executive job?
   Ans: No, there is no fee applicable for applying this Retail Sales Executive job and during the employment with the company, i.e., Accurate Risk Managers & Insurance Brokers Private Limited..
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Retail Sales Executive role?
   Ans: There is an immediate opening of 1 Retail Sales Executive at Accurate Risk Managers & Insurance Brokers Private Limited.
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Customer Support / TeleCaller job.
8. What are the timings of this Retail Sales Executive job?
   Ans: This Retail Sales Executive job has Day Shift.