: Insurance Sales Executive (Life & General Insurance)

We are seeking a motivated, dynamic, and result-oriented Insurance Sales Executive to promote and sell a wide range of life and general insurance products, including term plans, savings plans, retirement solutions, ULIPs, health insurance, motor insurance, travel insurance, property insurance, and commercial insurance.

The role involves generating new business, understanding customer requirements, recommending suitable insurance solutions, managing client relationships, and achieving assigned sales targets while ensuring high levels of customer satisfaction and retention.

Key Responsibilities

- Generate business through direct sales, referrals, networking, prospecting, corporate tie-ups, and channel partners.
- Promote and sell life and general insurance products based on customer needs and financial goals.
- Understand customers’ insurance requirements and recommend suitable protection, savings, investment-linked, retirement, health, motor, travel, property, and commercial insurance solutions.
- Explain policy features, benefits, coverage, exclusions, premiums, and terms and conditions to customers.
- Prepare quotations, compare policies, and assist customers in selecting appropriate insurance plans.
- Achieve monthly, quarterly, and annual sales and revenue targets.
- Assist customers with proposal forms, documentation, KYC requirements, and policy applications.
- Coordinate with insurance companies and internal operations teams for policy issuance, endorsements, renewals, and servicing.
- Build and maintain long-term relationships with new and existing customers.
- Conduct regular follow-ups for policy renewals,



customer retention, cross-selling, and additional business opportunities.
- Guide customers through the claims process and assist with policy servicing requirements.
- Maintain accurate sales records, customer databases, pipeline reports, and MIS reports.
- Stay updated on insurance products, market developments, competitor offerings, and applicable regulatory guidelines.
- Ensure compliance with insurance regulations, company policies, and ethical sales practices.

Required Skills & Qualifications

- Strong sales, negotiation, and customer relationship management skills.
- Good understanding of life insurance, general insurance, and financial protection products.
- Excellent communication, presentation, and interpersonal abilities.
- Ability to understand customer needs and recommend suitable insurance solutions.
- Target-oriented, self-motivated, and proactive approach to business development.
- Strong networking, lead-generation, and client-acquisition skills.
- Good analytical, problem-solving, and follow-up abilities.
- Proficiency in MS Office and CRM tools.
- Ability to work independently and collaboratively in a fast-paced sales workplace.

Key Performance Indicators (KPIs)

- Achievement of assigned sales and revenue targets.
- Number of new customers acquired.
- Policy renewal and customer retention rates.
- Lead conversion and cross-selling performance.
- Customer satisfaction and relationship management.
- Accuracy of documentation and timely completion of sales reporting.

Pay: ₹350,000.00 - ₹700,000.00 per year

Benefits

- Health insurance
- Life insurance
- Provident Fund

Work Location: In person

📌 Insurance Sales Executive (Pune)
🏢 Pune E - Stock broking
📍 Pune