Sales Executive

About the Role

This is a full-time, on-site Sales Executive role based in Delhi, India. The Sales Executive will engage with prospective and existing customers to understand their insurance needs, present suitable products, and guide them through the policy selection and purchase process.

Key Responsibilities

• Generating leads through various channels.
• Conducting sales calls and in-person meetings.
• Delivering product presentations.
• Maintaining accurate records in the sales system.
• Collaborating with internal teams for smooth onboarding.
• Handling customer queries.
• Following up to ensure high levels of satisfaction and retention.
• Meeting sales targets.
• Staying updated on insurance products and regulations.
• Contributing ideas to improve sales strategies and customer experience.

Qualifications

• Proven ability in consultative selling, lead generation, and closing sales within insurance, financial services, or related sectors.
• Strong customer relationship management, including handling inquiries, providing clear explanations of products, and managing objections professionally.
• Excellent communication and interpersonal skills, with the capacity to explain complex information in simple, understandable terms.
• Comfort working with basic digital tools and CRM or sales tracking systems to document interactions and manage pipelines.
• Self-motivated, target-oriented approach with strong time management and organizational skills.
• Ability to work on-site in Delhi, India and collaborate effectively with cross-functional teams.
• Prior experience in insurance sales or financial advisory is preferred but not mandatory.
• Bachelor’s degree in business, commerce, marketing, or a related field is an advantage; equivalent practical experience will also be considered.