Insurance Sales Executive

Job Title: Insurance Sales Executive

Role Overview

The Insurance Sales Executive position is integral to the sales department, primarily responsible for driving revenue through the promotion and sale of life and health insurance products. This role is accountable for engaging with potential clients, understanding their insurance needs, and providing tailored solutions that align with the company's offerings.

Key Responsibilities

• Engage in agency sales activities to promote life and health insurance products.
• Develop and maintain relationships with clients through effective communication and service delivery.
• Conduct field sales activities, including prospecting, meeting clients, and closing sales in various locations such as Dhubri, Bhubaneswar, and other regions of Odisha.
• Collaborate with banking partners to enhance bancassurance opportunities within the agency channel.
• Achieve sales targets by executing direct sales strategies and maintaining a comprehensive understanding of market trends.
• Adhere to compliance regulations, ensuring all transactions follow legal standards and company policies.
• Prepare accurate documentation related to client interactions and sales processes.

Requirements & Tech Stack

• Demonstrated knowledge of life insurance, health insurance products, and related regulations.

Qualifications

• A minimum educational qualification of a bachelors degree or equivalent qualifications relevant to the insurance industry.
• Strong interpersonal skills with an emphasis on customer engagement and service excellence.
• Excellent organizational skills with the capability to manage multiple client accounts effectively.
• High integrity with a commitment to ethical sales practices and compliance adherence.