Company Name: Pune E - Stock Broking Limited

Location: Pune

Job Type: Full-Time

The Role:

We are seeking a motivated, customer-focused and target-oriented Insurance Sales Executive to promote and sell both life insurance and General insurance products. The role involves acquiring new customers, understanding their protection and financial needs, recommending suitable insurance solutions, achieving business targets, and maintaining long-term customer relationships.

Roles & Responsibilities:

- Generate leads and business through direct sales, referrals, networking, prospecting, corporate tie-ups and channel partners.

- Understand customers’ financial goals, protection requirements and insurance needs; recommend suitable.

- Promote and sell life insurance products, including term plans, savings plans, retirement solutions, ULIPs and other protection products.

- Promote and sell general insurance products, including motor, health, travel, property and commercial insurance.

- Explain product features, benefits, coverage, exclusions, premiums and policy terms clearly to customers.

- Prepare quotations, compare policy options and help customers select appropriate insurance solutions.

- Achieve assigned monthly, quarterly and annual sales and revenue targets.

- Assist customers with proposal forms, documentation, KYC requirements and application completion.

- Coordinate with insurance companies and internal operations teams for policy issuance, endorsements and servicing.

- Follow up with customers for renewals, cross-selling, additional product opportunities and retention.

- Build and manage a strong customer portfolio while maintaining customer satisfaction and long-term relationships.





- Provide guidance on claims processes and policy-servicing requirements, coordinating with relevant teams when needed.

- Maintain accurate sales records, customer information and MIS reports; use MS Office and CRM tools as required.

- Stay updated on insurance products, market developments and applicable regulatory requirements.

Required Skills:

- Strong sales, negotiation and customer relationship management skills.

- Working knowledge of life insurance, general insurance and basic financial-planning concepts.

- Excellent communication, presentation and customer-needs assessment abilities.

- Ability to work in a target-driven environment with a proactive, self-motivated approach.

- Valuable analytical, problem-solving and follow-up skills.

- Proficiency in MS Office; familiarity with CRM tools is preferred.

Qualification & Experience:

- Graduation is compulsory.

- 1–5 years of experience in insurance sales.

- Experience selling life insurance products such as term plans, investment-linked products and retirement solutions is preferred.

•Experience selling general insurance products such as motor, health, corporate, SME or retail insurance is preferred.

Application Process:

Please send a cover email on below provided contact detail with an attached resume.

We welcome your inquiries and are happy to provide further details.

Additionally, we invite you to explore our website at https://www.pesb.co.in/about.php

[email protected] – (phone hidden) (HR)
[email protected] (phone hidden) (HR)

[email protected] - (phone hidden)(HR)

Pay: ₹300,000.00 - ₹600,000.00 per year

Benefits:

- Provident Fund

Work Location: In person

📌 Insurance Sales Executive (Pune)
🏢 Pune E Stock Broking
📍 Pune