Experience Required: Fresher or preferably upto 4 years of experience - should be enthusiastic about sales

About the Role

We are looking for an ambitious Sales professional to join our growing agency. In this role, you will be responsible for driving managing existing business, new business acquisition, expanding our client base, and providing expert financial protection advice. The ideal candidate is a self-starter with excellent networking skills, a deep understanding of insurance products, and a proven track record of closing sales.

Key Responsibilities

Sales & Business Development

- Lead Generation: Actively source new prospects through cold calling, networking events, referrals, and social media outreach.
- Client Acquisition: Conduct meetings with prospective clients (individuals and businesses) to analyze their risk profiles and understand their financial/insurance needs.
- Product Pitching: Present and explain suitable insurance products (Motor, Health, Life, Fire, Marine, etc.) clearly, highlighting the advantages and coverage details.
- Target: No target.

Client Relationship Management

- Advisory Role: Act as a trusted advisor to clients, customizing insurance portfolios to fit their specific requirements and budgets.
- After-Sales Support: Ensure a smooth onboarding process for new clients and assist them with post-sale queries, working alongside the back-office operations team.

Market Research & Compliance





- Market Knowledge: Stay updated on new insurance products, competitor offerings, and changes in the local financial market.
- Compliance: Ensure all sales practices comply with IRDAI regulations and company policies. Ensure strict accuracy in customer application forms and declarations.
- Reporting: Maintain an active sales pipeline and provide regular reports on daily activities, prospect status, and sales forecasts to management.

Qualifications & Skills Required

- Education: Bachelor’s degree in any discipline (Commerce or Business preferred).
- Experience: Proven experience in field sales, B2B/B2C sales, or financial services. Direct experience in selling insurance or wealth management products is a strong advantage.
- Core Competencies: Strong persuasion and negotiation skills, high resilience, and the ability to handle rejection gracefully.
- Communication: Excellent verbal and written communication skills in English and Hindi/Marathi.
- Mobility: Must be willing to local travel.

What We Offer

- Compensation: Competitive base salary of ₹2,50,000 – ₹4,00,000 per annum plus an aggressive, uncapped commission structure.
- Growth: Comprehensive product training and a clear pathway to team leadership roles.
- Support: Strong back-office support for quotations, renewals, and claims processing so you can focus entirely on selling.

📌 Insurance Sales Executive (Mumbai)
🏢 Lakhani Broking India
📍 Mumbai