Insurance Sales Executive

Job Junction; Sundargarh; On-site; INR 200,000 - 400,000; Full time

Job summary

Job Junction in Odisha is seeking an Insurance Sales Executive to drive revenue through promotion and sale of life and health insurance products. You will engage with potential clients, assess needs, and propose tailored solutions aligned with our offerings.

The role involves field sales across Dhubri, Bhubaneswar, and other regions of Odisha, building relationships with clients and banking partners to expand bancassurance. Sales targets, compliance, and accurate documentation are essential.

Qualifications

• Bachelor's degree or equivalent in insurance field.
• Knowledge of life and health insurance products and related regulations.

Responsibilities

• Engage in agency sales activities to promote life and health insurance products.
• Develop and maintain relationships with clients through effective communication and service delivery.
• Conduct field sales activities, including prospecting, meeting clients, and closing sales in various locations across Odisha.
• Collaborate with banking partners to enhance bancassurance opportunities within the agency channel.
• Achieve sales targets by executing direct sales strategies and maintaining understanding of market trends.
• Adhere to compliance regulations, ensuring all transactions follow legal standards and company policies.
• Prepare accurate documentation related to client interactions and sales processes.

Skills

Life insurance knowledge

Health insurance knowledge

Client relationship management

Regulatory compliance awareness

Education

Bachelor's degree or equivalent in insurance field

Job description

Job Title: Insurance Sales Executive

Role Overview

The Insurance Sales Executive position is integral to the sales department, primarily responsible for driving revenue through the promotion and sale of life and health insurance products. This role is accountable for engaging with potential clients, understanding their insurance needs, and providing tailored solutions that align with the company's offerings.

Duties and Responsibilities

• Engage in agency sales activities to promote life and health insurance products.
• Develop and maintain relationships with clients through effective communication and service delivery.
• Conduct field sales activities, including prospecting, meeting clients, and closing sales in various locations such as Dhubri, Bhubaneswar, and other regions of Odisha.
• Collaborate with banking partners to enhance bancassurance opportunities within the agency channel.
• Achieve sales targets by executing direct sales strategies and maintaining a comprehensive understanding of market trends.
• Adhere to compliance regulations, ensuring all transactions follow legal standards and company policies.
• Prepare accurate documentation related to client interactions and sales processes.

Required Qualifications

• A minimum educational qualification of a bachelors degree or equivalent qualifications relevant to the insurance industry.
• Demonstrated knowledge of life insurance, health insurance products, and related regulations.

Desired Attributes

• Strong interpersonal skills with an emphasis on customer engagement and service excellence.
• Excellent organizational skills with the capability to manage multiple client accounts effectively.
• High integrity with a commitment to ethical sales practices and compliance adherence.

Applications will be assessed against the stated requirements.