Presales Executive

Job Description

About the Company We are a leading insurance provider committed to delivering exceptional service and innovative solutions to our clients. Our mission is to empower individuals and businesses with the right insurance coverage while fostering a culture of integrity, collaboration, and continuous improvement. About the Role The role involves managing the sales pipeline, engaging with clients, and providing support to the sales team to ensure successful lead conversion and client satisfaction. Responsibilities Pipeline Management: Collaborate with the sales team to develop and maintain a strong sales pipeline. Track and monitor leads to ensure consistent follow-ups and timely closures. Identify potential clients through research and proactive outreach. Lead Qualification: Conduct initial qualification of leads to assess their needs and potential. Understand client requirements and align them with suitable insurance solutions. Coordinate with the sales team to ensure smooth handover of qualified leads. Client Engagement: Develop and implement client engagement programs to maintain interest and build relationships. Regularly communicate with prospects through calls, emails, and meetings to nurture leads. Address initial client queries and provide information about insurance solutions. Sales Support: Maintain accurate records of client interactions and progress in CRM systems. Market and Product Knowledge: Stay updated on industry trends and competitor offerings. Gain in-depth knowledge of the company’s insurance products and solutions. Qualifications Undergrad/Grad/PostGrad can apply Required Skills Strong verbal and written communication skills. Relationship-building mindset with a customer-centric approach. Basic understanding of insurance products (preferred but not mandatory). Ability to multitask and manage time effectively. Proficiency in MS Office (Word, Excel, PowerPoint) and CRM software. Show more Show less