Insurance Sales Executive

0 years

2 - 4 Lacs

Posted:20 hours ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities1. Sales & Business Development

  • Identify potential clients through field visits, cold calls, lead generation activities, and networking.
  • Promote and sell life insurance, health insurance, motor insurance, and other insurance products.
  • Meet monthly and quarterly sales targets assigned by the company.
  • Organize client meetings, product presentations, and awareness sessions.

2. Customer Relationship Management

  • Understand the client’s financial needs, risk profile, and coverage requirements.
  • Provide accurate information on insurance products, benefits, and premium calculations.
  • Maintain long-term relationships with clients for renewals, upgrades, and cross-selling.

3. Documentation & Compliance

  • Assist clients with proposal forms, KYC documentation, medical tests, and policy issuance.
  • Ensure all sales processes comply with IRDAI guidelines.
  • Maintain proper records of leads, sales activities, and follow-up details.

4. After-Sales Service

  • Support clients in claims processing and documentation.
  • Handle customer queries and resolve issues promptly.
  • Ensure timely reminders for policy renewals.

5. Reporting

  • Submit daily/weekly sales reports to the manager.
  • Provide feedback on market trends, competitor activities, and customer preferences.

Job Types: Full-time, Part-time, Permanent

Pay: ₹18,000.00 - ₹40,000.00 per month

Expected hours: 4 – 5 per week

Benefits:

  • Provident Fund

Work Location: In person

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