Insurance Sales Executive

Staunch HR Services Private Limited; Bengaluru; Hybrid; INR 300,000 - 420,000; Full time

Job summary

Staunch HR Services Private Limited is seeking an Insurance Sales Executive in Bengaluru, Karnataka. The role focuses on generating new business, building strong client relationships, and delivering exceptional service while explaining insurance products clearly to clients.

You will identify leads, conduct needs analysis, present proposals, and collaborate with underwriting to ensure smooth processing of applications and claims. A result-driven mindset is essential.

Qualifications

• Experience in selling insurance products or similar financial services.
• Ability to understand client needs and explain complex policies clearly.

Responsibilities

• Identify and pursue new sales leads through networking, referrals, and cold calling.
• Conduct needs analysis to tailor insurance solutions for clients.
• Prepare and present insurance proposals highlighting benefits and features.
• Maintain records of sales activities in the CRM system.
• Collaborate with underwriting to process applications and claims.
• Stay updated on industry trends and competitors to position products effectively.
• Provide ongoing support to clients regarding policy questions and renewals.

Skills

Strong sales skills

Negotiation

Excellent communication

CRM proficiency

Insurance knowledge

Tools

CRM software

Job description

We are seeking a motivated and results-driven Insurance Sales Executive to join our team in Karnataka. The ideal candidate will have a passion for sales and a strong understanding of the insurance industry. As an Insurance Sales Executive, you will be responsible for generating new business opportunities, building and maintaining client relationships, and providing exceptional customer service.

Key Responsibilities

• Identify and pursue new sales leads through networking, referrals, and cold calling.
• Conduct thorough needs analysis to understand clients' insurance requirements and recommend appropriate products.
• Prepare and present insurance proposals to potential clients, highlighting the benefits and features of our offerings.
• Maintain accurate records of sales activities and client interactions in our CRM system.
• Collaborate with the underwriting team to ensure timely processing of applications and claims.
• Stay updated on industry trends, market conditions, and competitor offerings to effectively position our products.
• Provide ongoing support to clients, addressing any questions or concerns they may have regarding their policies.

Required Skills

• Strong sales and negotiation skills with a proven track record of meeting or exceeding targets.
• Excellent communication and interpersonal skills to build rapport with clients.
• Knowledge of insurance products and services, with the ability to explain complex concepts in simple terms.
• Self-motivated and goal-oriented, with a strong desire to succeed in a competitive environment.
• Proficiency in using CRM software and other sales tools.

If you are a dynamic individual with a passion for sales and a desire to make a difference in the insurance industry.