Insurance Executive (India)

Insurance Executive (India)

02 Aug
|
Reality Horizons
|
India

02 Aug

Reality Horizons

India

Job Title: Insurance Sales Executive

Job Summary:
We are seeking a motivated and results-driven Insurance Sales Executive to promote and sell insurance products to individual and corporate clients. The ideal candidate will identify customer needs, provide suitable insurance solutions, build long-term client relationships, and consistently achieve sales targets.

Key Responsibilities:

- Identify and generate recent sales opportunities through referrals, networking, and lead generation.
- Meet prospective clients to understand their insurance requirements.
- Explain policy features, benefits, coverage, and premium options clearly.
- Recommend suitable life, health, motor, or general insurance products based on customer needs.
- Prepare and present quotations and policy proposals.
- Assist customers with policy applications, documentation, and renewals.
- Maintain regular follow-up with clients to ensure customer satisfaction and retention.
- Achieve monthly, quarterly, and annual sales targets.
- Stay updated on insurance products, industry trends, and regulatory requirements.
- Maintain accurate records of customer interactions and sales activities using CRM systems.

Required Qualifications:

- Bachelor's degree in Business, Marketing, Finance, or a related field (preferred).
- Previous experience in insurance, banking,



financial services, or sales is an advantage.
- Fresh graduates with strong communication and sales aptitude may also apply.

Required Skills:

- Excellent communication and interpersonal skills.
- Strong negotiation and persuasion abilities.
- Customer-focused approach with relationship-building skills.
- Sales and target-oriented mindset.
- Basic computer and CRM proficiency.
- Time management and organizational skills.
- Ability to work independently and as part of a team.

Preferred Qualifications:

- Valid insurance sales certification or license (where required).
- Experience in life, health, or general insurance sales.

Key Performance Indicators (KPIs):

- Monthly sales target achievement.
- Number of new policies sold.
- Customer retention and policy renewal rate.
- Lead conversion rate.
- Customer satisfaction scores.

Benefits:

- Competitive salary with performance-based incentives.
- Sales commissions and bonuses.
- Training and professional development opportunities.
- Career growth within the organization.
- Health insurance and other company benefits (as applicable).

Pay: ₹13,000.00 - ₹17,000.00 per month

Benefits:

- Cell phone reimbursement

Work Location: In person

📌 Insurance Executive (India)
🏢 Reality Horizons
📍 India

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