The Life Insurance Sales Executive is responsible for acquiring new customers, promoting life insurance products, building strong client relationships, and achieving assigned sales targets through direct sales, referrals, and lead generation.
Key Responsibilities
- Generate leads through referrals, networking, and customer interactions.
- Promote and sell life insurance products to prospective customers.
- Understand customer financial needs and recommend suitable insurance plans.
- Build and maintain long-term relationships with clients.
- Achieve monthly sales and business targets.
- Conduct customer meetings and presentations.
- Follow up on leads and ensure timely policy issuance.
- Provide after-sales service and assist customers with policy-related queries.
- Maintain accurate customer records and sales reports.
- Ensure compliance with company policies and regulatory guidelines.
Eligibility
- Graduate in any discipline.
- 0–3 years of experience in sales, preferably in insurance, banking, BFSI, or financial services.
- Freshers with strong communication skills may also apply (for entry-level roles).
- Good communication, negotiation, and interpersonal skills.
- Customer-focused with a target-oriented approach.
- Willingness to travel within the assigned location.
Preferred Skills
- Sales and customer relationship management
- Lead generation and conversion
- Communication and presentation skills
- Problem-solving and negotiation
- Time management
Education
MBBS, Bachelor of Architecture (B.Arch), Bachelor Of Computer Application (B.C.A), Bachelor of Music Education (B.M.E.), Bachelor of Applied Science (BAS), Bachelor of Science (B.Sc), Bachelor in General Studies (BGS), Bachelor Of Technology (B.Tech/B.E), Bachelor of Business Administration (B.B.A), Bachelors of Law (B.L/L.L.B), Bachelor of Music, Bachelor of Dental Surgery (B.D.S), Bachelor of Commerce (B.Com), Bachelor Of Pharmacy (B.Pharm), Bachelor of Arts (B.A), Bachelor of Health Science, Bachelor in Hotel Management (B.H.M), Bachelor of Liberal Arts (BLA/ALB), Bachelor of Education (B.Ed), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Bachelor of Homeopathic Medicine and Surgery (BHMS), Bachelor of Social Work (B.S.W), Bachelor of Interdisciplinary Studies
Skills Required
Insurance Sale, Communication