Insurance Sales Executive

2 - 6 years

0 Lacs

Posted:12 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You will be responsible for identifying potential customers through networking, cold calling, referrals, and digital channels. Understanding clients" insurance needs and recommending suitable policies such as life, health, motor, and property will be crucial. Your role will involve presenting, promoting, and selling insurance products to individuals or businesses. Building and maintaining strong relationships with existing clients to ensure timely policy renewals will be a key part of your responsibilities. Meeting monthly and quarterly sales targets set by management is essential. Additionally, you will prepare and deliver policy proposals and quotations, stay updated on insurance products, underwriting policies, and industry trends, handle customer queries, provide claims assistance, and post-sale service, while maintaining accurate records of client interactions and sales performance. Key Responsibilities: - Identify potential customers through networking, cold calling, referrals, and digital channels. - Understand clients" insurance needs and recommend suitable policies (life, health, motor, property, etc.). - Present, promote, and sell insurance products to individuals or businesses. - Maintain strong relationships with existing clients and ensure timely policy renewals. - Achieve monthly and quarterly sales targets as set by management. - Prepare and deliver policy proposals and quotations. - Keep up to date with insurance products, underwriting policies, and industry trends. - Handle customer queries, claims assistance, and post-sale service. - Maintain accurate records of client interactions and sales performance. Qualification Required: - Proven experience in sales, preferably in the insurance industry. - Strong communication and interpersonal skills. - Knowledge of insurance products and industry trends. - Ability to meet sales targets and work in a fast-paced environment. - Excellent customer service skills and attention to detail. - Proficiency in maintaining accurate records and documentation. (Note: No additional details about the company were provided in the job description),

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Finwizz Financial Services Pvt Ltd logo
Finwizz Financial Services Pvt Ltd

Financial Services

Mumbai

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