Job title: Insurance Sales Executive Role Overview The Insurance Sales Executive is responsible for driving sales and promoting a range of life insurance products. This role emphasizes integrity, accuracy, and compliance with regulatory standards in the insurance industry. The successful candidate will be pivotal in building relationships with clients and providing them with tailored insurance solutions.

Duties and Responsibilities - Identify and engage potential clients through various channels to promote life insurance products.

- Develop and implement strategic sales plans to achieve individual and organizational targets.
- Conduct thorough assessments of clients' financial needs and recommend appropriate insurance coverage.
- Provide detailed information about policy features, benefits, and terms to ensure clients have a comprehensive understanding.
- Maintain accurate records of client interactions, transactions, and policy details in compliance with company guidelines.
- Collaborate with internal teams to enhance product offerings based on market demand and customer feedback.




- Ensure all sales activities comply with legal regulations and internal policies governing the insurance sector.
- Participate in ongoing training sessions to stay informed about industry trends, new products, and sales techniques.

Required Qualifications - Minimum of 5 years experience in insurance sales, specifically within the life insurance domain.

- Proven track record of achieving sales targets in a bancassurance setting.
- Comprehensive knowledge of life insurance products and the regulatory environment affecting their sale.
- Strong communication skills, both verbal and written, with an ability to convey complex information clearly.

Desired

Attributes - Professional demeanor that reflects integrity and ethical conduct in all dealings.

- Excellent interpersonal skills with a solid focus on customer service.
- Analytical mindset to assess client needs accurately and propose suitable solutions. Applications will be assessed against the stated requirements.

Industry

NBFC ( Non Banking Financial Services )

Department

Pre - Sales, Sales / BD

📌 Insurance Sales Executive (Bikaner)
🏢 Sunrise Consulting Services
📍 Bikaner