Sales Executive (Kaushambi)

Sales Executive (Kaushambi)

13 Aug
|
Mehak Wealth Management
|
Kaushambi

13 Aug

Mehak Wealth Management

Kaushambi

Job Summary:

We are looking for a dynamic and result-oriented Insurance Sales Executive to promote and sell Life, Health, Motor, General, and Corporate Insurance products. The ideal candidate should have excellent communication skills, the ability to generate leads, build strong customer relationships, and achieve monthly sales targets.

Key Responsibilities:
- Generate current leads through cold calling, referrals, digital platforms, and networking.
- Meet prospective customers to understand their insurance needs.
- Recommend suitable insurance products based on customer requirements.
- Explain policy features, benefits, exclusions, and premium details.
- Achieve monthly and quarterly sales targets.
- Build and maintain long-term relationships with clients.
- Follow up on leads and convert them into successful sales.




- Assist customers with policy documentation and onboarding.
- Coordinate with insurance companies for quotations and policy issuance.
- Maintain accurate records in CRM/software.
- Cross-sell and upsell insurance products to existing customers.
- Ensure compliance with IRDAI guidelines and company policies.
- Provide after-sales support, including renewals and claim assistance.

Salary & Benefits:
- Fixed Salary + Attractive Incentives.
- Performance Bonus.
- Career Growth Opportunities.
- Training and Skill Development.
- PF, ESI, and other statutory benefits (as applicable).

📌 Sales Executive (Kaushambi)
🏢 Mehak Wealth Management
📍 Kaushambi

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