Key Responsibilities

- Handle inbound and outbound sales calls to generate and convert qualified insurance leads.

- Sell Life Insurance and Term Insurance products to prospective customers through telephonic sales.

- Understand customer needs, financial requirements, and insurance objectives to recommend suitable plans.

- Explain policy features, advantages, coverage, premium, policy tenure, exclusions, and claim-related information accurately.

- Drive lead conversion, sales closure, and revenue generation against assigned business targets.

- Conduct timely lead follow-ups, customer engagement, and pipeline management to maximize conversion opportunities.

- Handle customer objections, queries, and negotiations effectively to improve sales conversion.

- Maintain and manage a healthy sales pipeline through regular follow-ups and lead tracking.

- Achieve assigned monthly sales targets, revenue targets, conversion ratios, and productivity KPIs.

- Update lead status, customer interactions, follow-ups, and sales activities in CRM on a regular basis.

- Ensure proper documentation, proposal processing, and coordination for policy issuance.

- Coordinate with operations, underwriting, and other internal teams for smooth processing of insurance applications.

- Maintain sales quality, process adherence, customer experience, and regulatory compliance as per company guidelines.

- Follow established sales processes, calling protocols, quality standards, and insurance compliance requirements.

Preferred candidate profile





- 6 months 1 year of experience in Life Insurance, Term Insurance, Insurance Sales, Telesales, or Inside Sales.

- Candidates with experience in Insurance Telesales, Telecalling, Inside Sales, Insurance Advisory, Financial Services Sales, or Customer Acquisition are preferred.

- Strong verbal communication, interpersonal, negotiation, and convincing skills.

- Good understanding of Life Insurance / Term Insurance products, policy features, premiums, and sales processes.

- Ability to generate leads, qualify prospects, handle customer objections, and close sales.

- Strong lead follow-up, customer engagement, relationship management, and conversion skills.

- Proven ability to work with sales targets, revenue targets, conversion KPIs, and performance-based incentives.

- Basic proficiency in CRM, MS Office, lead management, and sales tracking tools.

- Target-oriented, self-motivated, and customer-focused with a strong commitment to achieving sales goals.

- Candidates who are Immediate Joiners or available on Short Notice will be preferred.

Perks and benefits

- Fixed Salary + Performance-Based Sales Incentives

- Qualified &
- Verified Customer Leads

for sales conversion

- Comprehensive Product &

- Sales Training

- Career Growth &

- Internal Promotion Opportunities

- Performance Recognition, Rewards &

- Incentive Programs

- Target-Based Incentive Structure with attractive earning opportunities

- Professional &

- Supportive Work Environment

- Learning &

- Development Opportunities

in Life &
- Term Insurance Sales

📌 Sales Executive Life and Term Insurance (Gurugram)
🏢 Policydream
📍 Gurugram