Insurance Sales Executive

Delta Sigma Ventures; Tamil Nadu; On-site; INR 300,000 - 420,000; Full time

Job summary

Delta Sigma Ventures is seeking a Retail Medical Insurance Sales Executive in Tamil Nadu, India, to generate leads, qualify prospects, and convert opportunities into insurance sales. The role emphasizes understanding customer healthcare needs, recommending suitable plans, and maintaining CRM data.

The ideal candidate has 1–2 years in individual medical insurance sales, strong English communication, and a customer-focused, target-driven mindset.

Qualifications

• Bachelor’s degree preferred.
• 1–2 years of experience in Individual Medical Insurance Sales.
• Ability to generate leads and follow up with prospects.
• Strong customer interaction and relationship-building skills.
• Good English communication skills; regional language knowledge is a plus.

Responsibilities

• Generate leads and actively follow up with prospective customers.
• Qualify inbound and company-provided leads.
• Understand customers’ healthcare needs and budget.
• Recommend suitable individual and family medical insurance plans.
• Explain coverage, benefits, premiums, hospital networks, exclusions, and policy terms clearly.
• Assist customers with applications and required documentation.
• Maintain accurate customer and sales information in the CRM.
• Build and maintain strong customer relationships.
• Work toward monthly and quarterly sales targets.
• Ensure compliance with company policies and applicable requirements.

Skills

Lead generation

Customer relations

CRM systems

English fluency

Sales targets

Education

Bachelor’s degree

Tools

CRM systems

MS Word/Excel

Job description

Retail Medical Insurance Sales Executive

12 Years Experience | Opportunity with Our Client

We are looking for a Retail Medical Insurance Sales Executive for one of our clients. The role is ideal for an energetic and customer-focused professional who can generate leads, understand customer needs, and convert opportunities into individual and family medical insurance sales.

What You’ll Do

• Generate leads and actively follow up with prospective customers.
• Contact and qualify inbound and company-provided leads.
• Understand customers’ healthcare needs and budget.
• Recommend suitable individual and family medical insurance plans.
• Explain coverage, benefits, premiums, hospital networks, exclusions, and policy terms clearly.
• Assist customers with applications and required documentation.
• Maintain accurate customer and sales information in the CRM.
• Build and maintain strong customer relationships.
• Work toward monthly and quarterly sales targets.
• Ensure compliance with company policies and applicable requirements.

Who We’re Looking For

The ideal candidate will have:

• 1–2 years of experience in Individual Medical Insurance Sales, preferably.
• Candidates with relevant Marketing experience may also be considered.
• Ability to generate leads, follow up with prospects, and convert opportunities into sales.
• Strong customer interaction and relationship-building skills.
• Good understanding of customer needs and ability to recommend appropriate solutions.
• Strong verbal and written English communication skills.
• Confidence in communicating with customers over the phone and in person.
• Basic proficiency in Microsoft Word, Excel, email, and CRM systems.
• A target-oriented and positive approach to sales.
• Arabic or other regional language skills will be an advantage.

Education

A Bachelor’s degree is preferred. Candidates with a Higher Secondary qualification and relevant experience may also be considered.

The Right Candidate

We are looking for someone who is customer-focused, confident in communication, comfortable with sales targets, and capable of turning customer enquiries into successful insurance sales.

Background verification and reference checks will be conducted.