Title: Insurance Sales Executive
Job Summary:
We are seeking a motivated and results-driven Insurance Sales Executive to promote and sell insurance products to individuals and businesses. The ideal candidate will identify customer needs, recommend suitable insurance plans, build long-term client relationships, and achieve sales targets while ensuring excellent customer service.
Key Responsibilities
Generate leads through referrals, networking, and cold calling.
Meet prospective clients to understand their insurance needs.
Explain insurance products, coverage, benefits, and premium options.
Recommend suitable life, health, motor, or general insurance policies.
Achieve monthly and quarterly sales targets.
Prepare quotations, complete application forms, and process policy documentation.
Follow up with customers for policy renewals and cross-selling opportunities.
Maintain accurate customer records in the CRM system.
Provide after-sales support and assist customers during claims when required.
Stay updated on new insurance products, market trends, and regulatory guidelines.
Required Qualifications
Bachelor's degree in Business, Marketing, Finance, or a related field (preferred).
0–3 years of experience in insurance or financial product sales.
Freshers with strong communication and sales aptitude may also apply.
Knowledge of insurance products and sales processes is an advantage.
Required Skills
Excellent communication and negotiation skills.
Strong interpersonal and relationship-building abilities.
Sales and target-oriented mindset.
Customer-focused approach.
Basic computer and CRM knowledge.
Time management and problem-solving skills.
Key Performance Indicators (KPIs)
Monthly sales target achievement.
Number of new customers acquired.
Policy renewal rate.
Customer satisfaction score.
Cross-selling and upselling performance.
Compensation
Fixed salary + attractive incentives/commissions.
Performance bonuses.
Training and career growth opportunities.
Health and other employee benefits (as per company policy).
LIFE INSURANCE
Here's a professional for a Life Insurance