Insurance Sales Executive

Placement Services; Siliguri; On-site; INR 200,000 - 320,000; Full time

Job summary

Placement Services in West Bengal is seeking an Insurance Sales Executive to promote and sell insurance products to clients, focusing on understanding client needs and presenting suitable coverage options.

The role emphasizes customer service, relationship building, and the ability to work independently or with a team, using CRM tools to track interactions and sales progress.

Qualifications

• Proven experience in insurance sales or related field.
• Excellent communication and interpersonal skills.
• Strong customer service orientation.
• Ability to work independently and as part of a team.
• Proficiency in using CRM software and sales tools.

Responsibilities

• Identify and pursue new sales opportunities through networking, referrals, and cold calling.
• Conduct thorough needs assessments for clients to recommend appropriate insurance products.
• Provide clients with detailed information about policy options, coverage, and pricing.
• 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.
• Stay updated on industry trends and changes in insurance regulations to provide informed advice to clients.

Skills

CRM usage

Sales skills

Customer service

Interpersonal skills

Teamwork

Tools

CRM software

Job description

We are seeking a motivated and dynamic 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 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 for clients to recommend appropriate insurance products.
• Provide clients with detailed information about policy options, coverage, and pricing.
• 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.
• 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 customer service orientation.
• Ability to work independently and as part of a team.
• Proficiency in using CRM software and other sales tools.

If you are passionate about helping clients secure their financial future and have a knack for sales, we encourage you to apply for this exciting opportunity. Join us in making a difference in the lives of our clients through effective insurance solutions.