Key ResponsibilitiesContact prospective customers through calls, referrals, and other lead sources.
Explain the features, perks, and coverage of insurance products.
Assess customer requirements and recommend suitable insurance plans.
Generate and convert leads into successful policy sales.
Build and maintain solid relationships with current and existing customers.
Assist customers with policy documentation, application, and renewal processes.
Follow up with customers to ensure timely policy issuance and renewals.
Maintain accurate records of customer interactions and sales activities in the CRM.
Achieve daily, weekly, and monthly sales targets.
Ensure compliance with company policies and insurance regulations.
📌 Insurance Sales Executive Pune
🏢 Finnablecred Private
📍 Pune
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