Insurance Sales Executive

Job Description

Understand customer requirements and guide them on suitable products. Generate leads through calls, referrals, and online inquiries. Explain product terms, eligibility criteria, and documentation process clearly to clients. Collect and verify customer documents. Follow up with clients and financial institutions to ensure timely processing and disbursement. Maintain accurate records of customer interactions, applications, and follow-ups. Achieve monthly sales and lead generation targets. Stay updated about products, interest rates, and market trends.