Insurance Sales Executive

Placement Services; Khordha; On-site; INR 279,000 - 469,000; Full time

Job summary

Placement Services in Odisha is seeking a motivated Insurance Sales Executive to promote and sell insurance products to clients, ensuring they understand benefits and coverage options. This role emphasizes customer service and building lasting client relationships.

You will identify sales opportunities, conduct needs assessments, and provide detailed policy information while maintaining accurate CRM records. Strong communication and negotiation skills are essential for success here.

Qualifications

• Experience in insurance sales or related field preferred.
• Excellent communication and interpersonal skills.
• Strong negotiation and persuasion abilities.
• Ability to work independently and as part of a team.
• Proficiency in using CRM software and MS Office Suite.

Responsibilities

• Identify and pursue new sales opportunities through networking, referrals, and cold calling.
• Conduct needs assessments to understand clients' insurance requirements and recommend products.
• Provide clients with detailed information about 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 questions or concerns.
• Stay updated on industry trends and changes in insurance regulations to provide informed advice.

Skills

Insurance sales

Communication

Negotiation

Independent work

CRM usage

MS Office

Tools

CRM software

Microsoft Office

Job description

We are seeking a motivated and results-driven Insurance Sales Executive to join our team in Odisha. 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 a strong focus on customer service 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 and changes in insurance regulations to provide informed advice to clients.

Required Skills:

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