Job title: Sales Executive - Life Insurance Purpose of the Role The Sales Executive - Life Insurance is responsible for driving sales and fostering client relationships within the life insurance segment. This position focuses on a dedicated approach to achieving sales targets, enhancing customer satisfaction, and expanding market reach in Surat. Scope of Work - Develop and implement effective sales strategies specific to life insurance products.

- Conduct market research to identify potential customers and assess their needs regarding life insurance solutions.
- Present and promote life insurance products to existing and prospective clients.
- Build and maintain strong relationships with clients through regular follow-ups and personalized service.
- Achieve monthly and quarterly sales targets while adhering to relevant compliance standards.
- Collaborate with other departments to ensure seamless customer service delivery.
- Stay updated on industry trends, competitors,



and regulatory changes affecting the life insurance sector.
- Prepare and submit timely reports on sales activities and overall performance metrics.

Candidate

Requirements - Proven experience in life insurance sales or relevant BFSI (Banking, Financial Services, and Insurance) sectors.

- Solid understanding of CASA (Current Account Savings Account) products as related to client financial planning.
- Excellent communication, negotiation, and interpersonal skills.
- Solid analytical skills with a focus on problem-solving within the context of client needs.
- Bachelors degree in finance, business administration, or a related field is preferred.
- Proficiency in relevant software applications for sales tracking and reporting is advantageous.

Industry

Banking

Department

Sales / BD

📌 Sales Executive - Life Insurance (Surat)
🏢 SFORCE RECRUITMENT PRIVATE
📍 Surat