Insurance Sales Executive

Placement Services; Bardhaman; On-site; INR 200,000 - 500,000; Full time

Job summary

Placement Services in West Bengal is seeking a motivated Insurance Sales Executive to promote and sell insurance products to clients. You will help clients understand coverage options, premiums, and terms while building lasting relationships.

The role requires excellent communication, a strong customer-service orientation, and the ability to work both independently and as part of a team. Proficiency with CRM software and MS Office is preferred.

Qualifications

• Proven experience in insurance sales or a related field.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Excellent organizational skills and attention to detail.
• Proficiency in using CRM software and Microsoft Office Suite.

Responsibilities

• Identify and pursue new sales opportunities through networking, referrals, and cold calling.
• Conduct thorough needs assessments to understand clients' insurance requirements and recommend appropriate products.
• Provide clients with detailed information about insurance policies, including coverage options, premiums, and terms.
• Maintain accurate records of client interactions and sales activities in the company database.
• Follow up with clients to ensure satisfaction and address any questions or concerns they may have.
• Stay updated on industry trends, regulations, and product offerings to provide clients with the most relevant information.

Skills

Insurance sales experience

Interpersonal communication

Independent worker

Team collaboration

Detail-oriented

Tools

CRM software

Microsoft Office Suite

Job description

We are seeking a motivated and results-driven Insurance Sales Executive to join our team in West Bengal.

The ideal candidate will be responsible for promoting and selling insurance products to clients, ensuring they understand the benefits and coverage options available to them. This role requires excellent communication skills, a strong customer service orientation, and the ability to build lasting relationships with clients.

Key Responsibilities

• Identify and pursue new sales opportunities through networking, referrals, and cold calling.
• Conduct thorough needs assessments to understand clients' insurance requirements and recommend appropriate products.
• Provide clients with detailed information about insurance policies, including coverage options, premiums, and terms.
• Maintain accurate records of client interactions and sales activities in the company database.
• Follow up with clients to ensure satisfaction and address any questions or concerns they may have.
• Stay updated on industry trends, regulations, and product offerings to provide clients with the most relevant information.

Required Skills

• Proven experience in insurance sales or a related field is preferred.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Excellent organizational skills and attention to detail.
• Proficiency in using CRM software and Microsoft Office Suite.