Job Overview

We are looking for an ambitious and self-motivated Insurance Sales Executive to drive financial security solutions to prospective and existing clients. In this role, you will identify client insurance needs, present tailored coverage plans (Life, Health, Property, or Commercial Insurance), build long-term advisory relationships, and meet monthly sales targets to expand our market portfolio.

Key Responsibilities
Client Prospecting & Lead Generation: Identify potential clients through cold calling, field networking, referral programs, corporate tie-ups, and digital lead campaigns.
Needs Assessment & Advisory: Analyze prospective clients' financial goals, risk profiles, and current coverage to recommend suitable insurance plans (Life, Health, Motor, General, or Commercial policies).
Policy Sales & Presentation: Conduct structured product presentations, explain coverage terms, exclusions, premium structures, and rider options clearly to prospective buyers.
Relationship & Renewal Management: Build lasting relationships with policyholders, provide post-sale service support, and ensure timely policy renewals to maximize customer retention.
Application Processing & Compliance: Collect accurate client documentation (KYC, income proofs, medical records)



and submit completed policy applications while adhering to regulatory standards (e.g., IRDAI/FINRA guidelines).
Cross-Selling & Upselling: Re-assess existing clients' changing life stages (marriage, children, business expansion) to cross-sell complementary insurance and financial products.
Pipeline Tracking: Maintain daily sales activity logs, client interactions, and pipeline progress using CRM software.

Core Qualifications & Requirements
Education: Bachelor’s degree in Business, Commerce, Marketing, Finance, or a high school diploma with strong sales track record.
Experience: 1 to 3 years of experience in direct sales, insurance distribution, retail banking, or financial service agency channels.
Licensing: Valid insurance agent/advisor license as mandated by local regulatory authorities (or willingness to transparent regulatory certification exams upon hiring).
Skills: Excellent negotiation, persuasive communication, active listening, and relationship-building skills.
Driven Mindset: High resilience, self-discipline, and robust focus on achieving target quotas.

Pay: ₹18,000.00 - ₹22,000.00 per month

Perks:
Provident Fund

Work Location: In person

📌 Insurance Sales Executive Amravati
🏢 Radhika Provision
📍 Amravati