Health Insurance – Sales Executive

Job Title: Sales Executive / Relationship Officer

Industry: Health Insurance

Department: Sales

Roles & Responsibilities:

1. Generate health insurance leads through telecalling, references, customer enquiries and field visits.
2. Identify potential customers and understand their healthcare insurance requirements.
3. Explain health insurance plans, advantages, coverage, premiums and policy features.
4. Promote individual, family floater and group health insurance policies.
5. Convert prospective leads into customers and achieve monthly sales targets.
6. Conduct customer meetings and follow up with interested prospects.
7. Explain policy exclusions, waiting periods, claim procedures and network hospital benefits.
8. Assist customers with proposal forms, KYC documentation and policy issuance.
9. Maintain customer relationships and generate business through referrals.
10. Coordinate with internal teams for policy issuance, renewals and customer queries.

Skills Required:
- Good communication and convincing skills.
- Sales and customer-handling skills.
- Lead generation and conversion.
- Target-oriented approach.
- Insurance or banking sales experience preferred.

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Life Insurance – Sales Executive

Job Title: Sales Executive / Relationship Manager

Industry: Life Insurance

Department: Sales

Roles & Responsibilities:

1. Generate leads through bank branches, customer references, telecalling and field sales.
2. Identify potential customers and understand their financial and insurance requirements.
3. Promote life insurance products such as term plans, savings plans, ULIPs and investment-linked policies.
4. Explain policy benefits, premium payments, maturity benefits and life coverage.
5. Convert potential customers into policyholders.
6. Achieve monthly and quarterly sales targets.
7. Build relationships with existing and new customers.
8. Conduct customer meetings and provide suitable insurance solutions.
9. Follow up with prospective customers to close business.
10. Assist customers with application forms, KYC and policy documentation.
11. Coordinate with internal teams for policy issuance and premium-related queries.
12. Maintain sales reports and ensure compliance with IRDAI guidelines.

📌 Health Insurance and life insurance (Bengaluru)
🏢 G Banu (Proprietor Of Rnr Solutions)
📍 Bengaluru