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Insurance Sales Executive
Bima Sahi Hai Insurance consultant
Delhi, India2h agovia LinkedIn
About the Role
The Insurance Sales Executive is a full-time, on-site role based in Delhi, India. The role involves identifying prospective clients, explaining insurance products, and recommending plans that match client requirements and financial goals.
Key Responsibilities
- Meeting clients in person
- Conducting needs assessments
- Preparing quotes
- Following up to close sales
- Maintaining strong ongoing relationships
- Handling policy documentation
- Coordinating with insurers and internal teams
- Providing post-sale support to address client queries and renewals
- Achieving sales targets
- Maintaining accurate records in CRM or other systems
- Staying updated on insurance products, regulatory changes, and market trends
Requirements & Tech Stack
- Insurance Sales and Sales skills (lead generation, consultative selling, closing deals)
- Solid knowledge of Insurance products and Insurance Brokerage practices
- Excellent Customer Service skills
- Good communication and interpersonal skills
- Ability to explain complex information in clear, simple terms
- Ability to work with targets
- Ability to manage time effectively
- Ability to maintain organized client records
- Proficiency in local languages and English
- Basic computer skills
- Basic CRM skills
Qualifications
- Minimum of a high school diploma
- A bachelor’s degree in business, finance, or a related field is an advantage
- Relevant experience in retail insurance, financial services, or related sales roles is preferred.