Insurance Sales Executive (Thane)

Insurance Sales Executive (Thane)

07 Nov
|
Vertex HR Solution
|
Thane

07 Nov

Vertex HR Solution

Thane

Key Responsibilities

- Contact prospective customers through assigned leads (inbound / outbound calling) and explain insurance products clearly
- Understand customer requirements and recommend the most suitable Health, Motor, or Life Insurance plans
- Achieve daily, weekly, and monthly sales targets as set by the team leader
- Maintain accurate records of customer interactions, follow-ups, and policy conversions in the CRM system
- Handle customer objections effectively and build trust through product knowledge and honest communication
- Coordinate with the operations team to ensure smooth policy issuance and documentation
- Follow up with prospects who have shown interest but have not yet converted
- Stay updated on RGL's insurance product portfolio, pricing, and competitor offerings
- Attend daily team briefings, training sessions, and performance review meetings

Products You Will Sell

- Health Insurance
- Individual health plans, family floater plans, top-up policies_
- Mediclaim, critical illness, OPD covers_
- Motor Insurance
- Two-wheeler and four-wheeler insurance (Third-party + Comprehensive)_
- Policy renewal, add-on covers, zero depreciation_
- Life Insurance
- Term life, endowment, ULIP, and savings-linked plans_
- Pure protection and investment-cum-insurance products_

Required Skills & Competencies

- Good verbal communication in English
- Confident, persuasive, and customer-friendly approach




- Basic understanding of insurance concepts (training will be provided)
- Target-oriented mindset with self-motivation
- Basic computer / smartphone literacy for CRM data entry
- Ability to handle rejection positively and persist with follow-ups
- Punctual, disciplined, and team-player attitude

Eligibility Criteria

- Qualification - Minimum 12th Pass (HSC) — Any Stream / Board
- Experience - Fresher and experience both can apply

Location

Preferred Background (Good to Have)

- Prior experience in insurance / banking / NBFC / tele-sales :

- Knowledge of insurance products like HDFC Ergo, Star Health, LIC, ICICI Lombard, etc. :

- Local knowledge of Thane / Navi Mumbai area for field-based roles :

- 6 days working - Monday to Saturday

- Shift Timing - 9:30 AM - 6:30 PM

What We Offer

- Fixed salary from Day 1 — no probation salary cuts
- Attractive incentives and monthly performance bonuses — uncapped earning potential
- Complete product training provided — no prior insurance knowledge needed for freshers
- Fast-track growth — top performers promoted to Team L
- Friendly, energetic team workplace with daily motivation and recognition

How to Apply

Subject Line :Application - RGL Insurance Sales - Thane Mumbai

- Vertex HR Solution — A Venture by Divija Groups | Durg, Chhattisgarh_

Pay: ₹16,000.00 - ₹25,000.00 per month

Benefits :

- Provident Fund

Work Location: In person

📌 Insurance Sales Executive (Thane)
🏢 Vertex HR Solution
📍 Thane

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