Insurance Executive

Sundaram Finance Limited; New Delhi, Sonipat, Gurugram District; On-site; INR 300,000 - 420,000; Full time

Job summary

Sundaram Finance Limited in Delhi is seeking an insurance sales professional with 0–1 year of experience to drive strategies for health, motor, and vehicle insurance products. You will build strong client relationships, identify new opportunities, and manage records in the CRM to track leads and outcomes.

The role emphasizes excellent communication, rapport-building across client levels, and the ability to convert prospects into satisfied customers within a dynamic sales environment.

Qualifications

• 0-1 year of experience in insurance sales or related field (broking).
• Strong understanding of health, motor, and vehicle insurance products and applications.
• Excellent communication skills with ability to build rapport with clients at all levels.

Responsibilities

• Develop and execute sales strategies to meet targets for health, motor, and vehicle insurance products.
• Build relationships with clients to understand their needs and provide tailored solutions.
• Identify new business opportunities through networking, referrals, and prospecting.
• Maintain accurate records of customer interactions, sales transactions, and performance metrics.

Skills

Sales

Client relationships

Communication

Networking

Tools

CRM software

Job description

Roles and Responsibilities :

• Develop and execute sales strategies to meet targets for health, motor, and vehicle insurance products.
• Build relationships with clients to understand their needs and provide tailored solutions.
• Identify new business opportunities through networking, referrals, and prospecting.
• Maintain accurate records of customer interactions, sales transactions, and performance metrics.

Job Requirements :

• 0-1 year of experience in insurance sales or related field (broking).
• Strong understanding of various types of insurance policies (health, motor, vehicle) and their applications.
• Excellent communication skills with ability to build rapport with clients at all levels.
• Proficiency in using CRM software for tracking leads and managing client relationships.