• Build and maintain strong relationships with clients, acting as the primary point of contact for all insurance-related queries and needs.
• Develop a deep understanding of client requirements and provide tailored insurance solutions.
• Meet and exceed sales targets and quotas on a consistent basis.
• Stay updated on the latest insurance products and market trends.
• Develop strategies for customer retention, focusing on long-term relationships and repeat business.
• Maintain accurate records of all client interactions and sales activities in CRM systems.
• Prepare regular reports on sales performance, client feedback, and market trends. Required Skills &

Qualifications:
• Minimum 1 year of proven experience in the insurance industry, preferably with experience in Insurance companies or DSAs.




• Demonstrated track record of over-achieving sales quotas and targets.
• Any graduate or equivalent qualification.
• Strong communication and interpersonal skills.
• Excellent negotiation and persuasion abilities.
• Ability to work independently and manage multiple tasks efficiently.
• Solid customer service orientation with the ability to build lasting relationships.
• Familiarity with CRM systems and MS Office suite.
• Self-motivated, goal-oriented, and driven to succeed.
• A problem-solving mindset with the ability to think critically and act quickly.

📌 Field Sales Executive (Udaipur)
🏢 Policybazaar.com
📍 Udaipur