Insurance Sales Executive

Job Summary

We are looking for an experienced and result-oriented Insurance Sales to lead our insurance sales , drive business growth, develop new customer relationships, and achieve monthly and annual sales targets. The candidate will be responsible for selling and promoting various insurance products, managing the sales team, and maintaining strong customer relationships.

Key Responsibilities

Lead, manage, and motivate the insurance sales.

Achieve monthly, quarterly, and annual sales targets.

Sell and promote Life Insurance, Health Insurance, Motor Insurance, General Insurance, Travel Insurance, and other insurance products.

Generate new leads through direct sales, referrals, digital channels, and other sources.

Build and maintain strong relationships with customers.

Guide customers in selecting suitable insurance products based on their requirements.

Monitor team performance and prepare regular sales reports.

Conduct team meetings, training sessions, and product briefings.

Develop strategies to increase sales and improve team productivity.

Follow up with prospective customers and convert leads into sales.

Ensure proper documentation and timely completion of policies.

Handle customer queries, complaints, and escalations.

Ensure all sales activities comply with company policies and applicable insurance regulations.

Coordinate with internal departments for policy issuance, renewals, and customer support.

Required Skills

Strong sales and team management skills.

Excellent communication and negotiation abilities.

Good knowledge of insurance products and the insurance industry.

Target-oriented and self-motivated approach.

Strong customer relationship management skills.

Ability to recruit, train, and motivate sales executives.

Good knowledge of MS Office/Excel and CRM tools.

Strong leadership and problem-solving abilities.

Qualifications & Experience

Graduate in any discipline; MBA/PGDM in Sales or Marketing will be an advantage.

2–5 years of experience in insurance sales or financial services.

Experience managing a sales team is preferred.

Candidates with experience in Life, Health, Motor, or General Insurance sales are welcome.

Key Performance Indicators (KPIs)

Monthly and annual sales revenue.

Number of new policies generated.

Lead-to-sales conversion ratio.

Team productivity and target achievement.

Customer retention and renewal performance.

New customer acquisition.

Compensation

Salary: Competitive salary + Attractive Incentives + Performance Bonus

Pay: From ₹25,000.00 per month

Work Location: In person