Insurance Sales Executive

Job Summary:

Insurance Sales Executive

Key Responsibilities:

Sales & Business Development

• Generate leads through field visits, referrals, telecalling, and online platforms.
  
• Educate potential customers on the benefits of various insurance products.
  
• Promote and sell insurance policies including life, health, motor, and general insurance.
  
• Achieve or exceed monthly and quarterly sales targets and KPIs.
  

Customer Relationship Management

• Understand customer needs and recommend appropriate insurance products.
  
• Build and maintain long-term relationships with clients.
  
• Provide post-sale support and ensure customer satisfaction.
  

Documentation & Compliance

• Assist customers with filling out application forms and submitting necessary documents.
  
• Ensure compliance with company policies and regulatory guidelines.
  
• Maintain accurate records of sales, customer interactions, and follow-ups.
  

Market Awareness

• Stay updated on the latest insurance products, industry trends, and competitor offerings.
  
• Provide feedback to management for product improvements and marketing strategies.

Key Skills:

• Strong communication and interpersonal skills
  
• Proven sales and negotiation abilities
  
• Customer-focused with empathy and trust-building skills
  
• Target-driven with a proactive approach
  
• Basic knowledge of insurance products and underwriting process
  
• Ability to handle objections and close sales effectively
  
• Familiarity with CRM tools and MS Office