इंश्योरेंस सेल्स

Insurance Sales Executive (General Insurance)

Job Description

Company : BTW Financial Services & IMF Pvt Ltd

Interview & Job Location :BTW Visa Services India Pvt Ltd

Office No.B.14,Ground Floor, Civic Center,

MMGS Marg, Dadar East, Dadar, Mumbai, 400014

https://share.google/0kCds4yCMFuLYPwZ

Salary : 24,000-25,000 /- Gross Per Month

Probation Period : 06 Months

Monday to Saturday -10 AM to 07 PM

Position: Insurance Sales Executive

Key Duties and Responsibilities

A. Business Development & Client Acquisition

● Identify and prospect potential corporate clients across target industries,

including Large Corporates, MSMEs, and sector-specific businesses.

● Identify engagement opportunities with companies in various industrial sectors

to convert business across multiple insurance lines — Property, Project, Liability,

Group Health (GMC), Group Personal Accident (GPA), Marine, Engineering, and

other commercial insurance products.

● Build and manage a strong sales funnel to achieve revenue growth, business

targets, and overall profitability.

● Generate leads through networking, referrals, cold calls, digital outreach, and

participation in business events or industry forums.

● Design and implement effective marketing and sales strategies to promote

insurance products and expand market presence.

B. Sales Strategy & Presentation

● Develop and implement sales strategies to achieve assigned business goals and

increase market penetration.

● Conduct detailed insurance presentations, product demonstrations, and proposal

pitches to clients, highlighting coverage benefits, competitive advantages, and

value propositions.

● Customize insurance solutions as per the client’s risk profile, business

requirements, and industry needs.

● Support clients in selecting appropriate insurance products aligned with

regulatory and commercial requirements.

● Convert inquiries into sales through effective communication, negotiation, and

consultative selling.

C. Client Relationship Management

● Maintain strong, long-term relationships with existing clients to ensure renewals,

retention, and cross-selling opportunities.

● Conduct regular client engagement meetings, renewal discussions, and policy

servicing follow-ups.

● Provide professional advice regarding policy features, terms, benefits, and

coverage options.

● Assist clients with claims processes and provide end-to-end after-sales support

for a smooth service experience.

● Act as a trusted advisor by offering insights on risk management and coverage

enhancements.

D. Policy Processing & Administration

● Process new policy applications accurately and within the defined timeline.

● Prepare, review, and negotiate policy renewals to achieve maximum client

retention.

● Maintain complete and confidential records of proposals, quotations, policy

documents, and client communications.

● Ensure compliance with all company procedures and IRDAI regulations in policy

documentation and client servicing.

● Submit timely reports on sales activities, renewals, and performance metrics to

management.

E. Market Research & Intelligence

● Stay updated on market trends, emerging risks, and competitor activities within

the corporate insurance segment.

● Analyze business opportunities across new industries, geographies, and client

segments for potential acquisition.

● Share market intelligence, client feedback, and competitive insights with

management to refine sales strategies and product offerings.

F. Training, Professional Development & Teamwork

● Participate in product and sales training programs to enhance knowledge of

insurance products, selling techniques, and regulatory requirements.

● Collaborate effectively with colleagues to achieve team goals and contribute to a

positive, performance-driven work environment.

● Demonstrate professionalism, punctuality, integrity, and adherence to company

policies and ethical sales practices.

● Take ownership of individual performance metrics and consistently strive for

improvement based on feedback and results.

G. Compliance & Reporting

● Ensure all sales and administrative activities adhere to company policies, IRDAI

regulations, and compliance standards.

● Maintain accurate documentation of sales activities, client interactions, and

policy data.

● Prepare and submit MIS reports, forecasts, and periodic performance reviews to

senior management.

● Recommend corrective actions and strategy improvements to meet business

targets and enhance productivity.

Skills and Competencies

● Excellent communication, presentation, and negotiation skills.

● Proven ability to prospect, engage, and close high-value corporate clients.

● Strong relationship management and networking abilities.

● Analytical and strategic mindset with the ability to identify and pursue new

business opportunities.

● Goal-oriented and self-motivated with a focus on achieving sales and profitability

targets.

● Proficiency in MS Office, CRM systems, and sales reporting tools.

Qualifications

● Bachelor’s degree (or higher) in Business, Marketing, Finance, or a related field.

● Proven track record of meeting or exceeding sales targets in a competitive

environment.

• इस फुल टाइम फ़ील्ड सेल्स Job में 0 - 1 वर्षो का अनुभव वाले उम्मीदवारों की जरुरत है।

इस इंश्योरेंस सेल्स जाब के बारे में अधिक जानकारी

1. इस इंश्योरेंस सेल्स जाब के लिए आवेदन करने के लिए पात्रता मानदंड क्या है?
   Ans: उम्मीदवार ग्रेजुएट होना चाहिए और उसके पास 0 - 1 वर्षो का अनुभव होना चाहिए।
2. मैं इस जाब की रोल के लिए कितने वेतन की उम्मीद कर सकता हूं?
   Ans: आप ₹24000 - ₹25000 प्रति महीने के वेतन की उम्मीद कर सकते हैं जो आपके इंटरव्यू पर निर्भर करता है। यह मुंबई में एक फुल टाइम जाब है।
3. इस इंश्योरेंस सेल्स जाब के लिए कितने कार्य दिवस हैं?
   Ans: इस इंश्योरेंस सेल्स जाब के लिए कार्य दिवस 6 दिन का होगा।
4. क्या इस इंश्योरेंस सेल्स जाब के लिए आवेदन करते समय या इस जाब को ज्वाइन करने के बाद कोई शुल्क भी लागू होता है?
   Ans: नहीं, इस इंश्योरेंस सेल्स जाब के लिए आवेदन करते समय या इस जाब को ज्वाइन करने के बाद कोई भी शुल्क नहीं लगता है !
5. क्या यह इंश्योरेंस सेल्स जाब घर से किया जा सकता है?
   Ans: नहीं, यह जाब घर से ऑनलाइन नहीं किया जा सकता है।
6. इस इंश्योरेंस सेल्स जाब के लिए कितनी रिक्तियां हैं?
   Ans: Btw Financial Services & Imf Private Limited में तत्काल इंश्योरेंस सेल्स के लिए 20 रिक्तियां हैं!
7. इस इंश्योरेंस सेल्स जाब के लिए कौन आवेदन कर सकता है?
   Ans: पुरुष और महिला दोनों उम्मीदवार इस फ़ील्ड सेल्स जाब के लिए आवेदन कर सकते हैं।
8. इस इंश्योरेंस सेल्स जाब के लिए टाइमिंग क्या है?
   Ans: इस इंश्योरेंस सेल्स जाब में टाइमिंग 10:00 AM - 07:00 PM है।