Job Description:

Job Brief
We are currently hiring a Sr. Executive- Inside Sales- Health Insurance to lead our Sales function with the purpose of
the company’s strategic goals
Role and Responsibilities
1. Lead Generation & Outreach:
o Contact prospective customers via phone calls, emails, or other communication channels.
o Generate leads through cold calling, inbound inquiries, and other marketing activities.
o Qualify leads based on the customer’s health needs and financial requirements.
2. Product Presentation & Information:
o Explain and discuss the benefits and features of health insurance policies.
o Provide detailed product information and offer advice on the most suitable health insurance plans based on
the customer’s profile.
o Address customer queries and concerns related to policies, premiums, coverage, and exclusions.
3. Sales Conversion:
o Close sales by actively persuading customers to purchase health insurance plans.
o Handle objections, negotiate terms, and ensure that customers understand the value proposition.
o Ensure that the sales process is followed and meet the sales targets set by the management.
4. Customer Relationship Management:
o Build and maintain strong relationships with new and existing customers.

o Follow-up with leads and customers to enhance the sales conversion rate and ensure customer satisfaction.
o Record customer interactions and update CRM systems regularly.
5. Documentation & Compliance:
o Ensure that all sales transactions are accurately recorded and compliant with industry standards and
regulations.




o Collect necessary documentation from customers for policy issuance.
o Maintain an up-to-date knowledge of insurance products and policies.
6. Achieve Sales Targets:
o Meet and exceed individual sales goals and KPIs.
o Work closely with the sales manager to track performance and identify areas for improvement.
7. Team Collaboration & Feedback:
o Collaborate with the sales team to share insights and strategies for increasing sales and improving customer
satisfaction.
o Provide feedback to the marketing and product teams on customer preferences, needs, and market trends.
Qualifications and Skills:
• Education:
o A Bachelor’s degree in any field.
o Certifications or training in sales or insurance
• Experience:
o Minimum of 1-3 years of experience in tele-sales, preferably in the insurance or financial services industry.
o Experience in selling health insurance or similar financial products is a plus.
• Skills:
o Excellent communication skills in Hindi.
o Strong sales acumen with the ability to close deals and meet targets.
o Good understanding of health insurance products and industry regulations.
o Ability to manage customer relationships and resolve issues efficiently.
o Proficient in using CRM software and MS Office tools.
o Goal-oriented and self-motivated with the ability to work independently.
Benefits:
• Competitive salary with performance-based incentives.
• Health and wellness advantages.
• Training and professional development opportunities.
• Opportunity for career growth within a dynamic company.

📌 Senior Executive-Inside Sales (Jaipur)
🏢 RECEX
📍 Jaipur