Job Title: Insurance Counter Sales Executive
Location: [Insert City/Branch Name]
Experience: 0–3 years (Freshers can apply)
Salary: ₹3 – ₹5 LPA (based on experience)
Industry: Insurance / Financial Services
We are looking for a motivated and customer-oriented Counter Sales Executive to promote and sell insurance products directly to walk-in customers. The role involves explaining insurance plans, assisting with policy applications, and ensuring excellent customer service at the branch counter.
Greet and assist walk-in customers with information about insurance policies (life, health, motor, or general).
Understand client requirements and suggest suitable insurance plans.
Generate new business through upselling and cross-selling of products.
Handle policy documentation, renewal, and payment collection.
Maintain daily sales records and report to the branch manager.
Build and maintain strong customer relationships for repeat business.
Stay updated on company products, new launches, and regulatory guidelines.
Good communication and interpersonal skills
Basic knowledge of insurance products and sales techniques
Ability to work with targets and deadlines
Customer service orientation
Proficiency in MS Office and CRM tools
Bachelor’s degree (preferred in Commerce, Business, or related field)
Prior experience in sales, banking, or insurance will be an added advantage
Attractive incentives and performance bonuses
Training and certification support
Growth opportunities within the organization
Employer: [Company Name]
Contact: [Email / Phone]