Job Summary
We are looking for a motivated and result-oriented Sales Executive to join our health insurance sales team. The candidate will be responsible for identifying potential customers, understanding their insurance requirements, explaining suitable health insurance plans, and achieving assigned sales targets.
The ideal candidate should have strong communication and interpersonal skills, a customer-focused approach, and the ability to build long-term relationships with clients.
Key Responsibilities
Generate leads through calling, referrals, field visits, digital leads, and other sales channels.
Contact prospective customers and understand their health insurance requirements.
Explain health insurance plans, benefits, coverage, exclusions, premiums, and policy terms clearly.
Recommend suitable insurance products based on customer needs and budget.
Convert leads into successful policy sales and achieve monthly/quarterly sales targets.
Follow up with prospective customers and maintain regular communication.
Build and maintain strong relationships with existing and potential customers.
Assist customers with the proposal and policy documentation process.
Coordinate with the underwriting, operations, and claims teams when required.
Maintain accurate records of leads, customer interactions, and sales activities.
Provide timely after-sales support and encourage policy renewals and referrals.
Stay updated on health insurance products, market trends, and company policies.
Ensure all sales activities comply with applicable insurance regulations and company guidelines.
Required Skills
Excellent verbal and written communication skills.
Strong convincing and negotiation abilities.
Customer-service-oriented attitude.
Good interpersonal and relationship-building skills.
Target-driven and self-motivated.
Ability to handle objections and close sales.
Basic knowledge of MS Office and CRM software.
Ability to work independently as well as part of a team.
Qualification & Experience
Education: Graduate in any discipline preferred.
Experience: 0–3 years in sales, insurance, banking, financial services, or a related field.
Freshers with strong communication and sales skills may also be considered.
What We Offer
Competitive salary with attractive performance-based incentives.
Training and guidance on health insurance products and sales techniques.
Career growth opportunities.
Supportive and professional work environment.
Performance-based rewards and recognition.
Key Performance Indicators (KPIs):
Monthly policy sales
Lead conversion rate
Premium generated
Achievement of sales targets
Customer retention and renewals
Customer satisfaction