JOB DESCRIPTION – SALES EXECUTIVE

Industry: Insurance / Financial Services

Role: Sales Executive – Insurance

Job Overview

We are looking for a motivated Sales Executive to generate new business opportunities and develop client relationships by offering suitable insurance products to individuals, families, and businesses.

The role involves meeting prospective clients, understanding their insurance requirements, explaining suitable insurance solutions, and coordinating with the internal team and insurance companies to take opportunities forward.

Key Responsibilities
Identify and generate recent business opportunities through references, networking, market visits, and existing contacts.
Meet prospective clients and understand their insurance requirements.
Explain suitable insurance products, coverage, benefits, terms, and premium details.
Conduct client meetings and presentations.
Generate leads and convert prospects into customers.
Collect basic customer information and understand their financial and insurance needs.
Build and maintain strong relationships with customers and business owners.
Coordinate with the internal team and insurance companies for quotations, documentation, policy processing, and issuance.




Follow up with clients regularly until policy issuance.
Maintain customer records, lead pipeline, follow-up details, and sales MIS.
Generate references and repeat business through existing customer relationships.
Achieve monthly sales, customer acquisition, and business development targets.

Preferred Skills
Robust communication, presentation, and interpersonal skills.
Good convincing and negotiation abilities.
Confidence in meeting and communicating with customers and business owners.
Basic understanding of insurance and financial products is an advantage.
Valuable follow-up and relationship-building skills.
Ability to work independently and as part of a team.
Basic knowledge of MS Excel / Google Sheets / CRM.
Target-oriented and willing to learn.

Qualification & Experience
Qualification: Graduate / Undergraduate with good communication and sales skills.
Experience: 1–5 years in sales, business development, insurance, banking, financial services, or B2B sales.

Pay: ₹20,000.00 - ₹34,000.00 per month

Benefits:
Cell phone reimbursement
Commuter assistance
Internet reimbursement
Life insurance
Paid time off

Work Location: In person

📌 Sales Executive Mulund West
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📍 Mulund West