Sales Executive - Website Sales

Bandhan Life; Navi Mumbai; Hybrid; INR 350,000 - 520,000; Full time

Job summary

Bandhan Life is seeking a motivated Sales Executive to join our in-house D2C sales team and drive life insurance sales through tele-assisted channels, delivering a seamless customer experience and strict regulatory compliance.

The ideal candidate has extensive life insurance sales experience, deep product knowledge across Term, ULIP, Savings, Retirement and Money-back plans, and fluency in Hindi and English, with strong CRM/LMS and MS Office skills.

Qualifications

• 23 years of experience in life insurance sales, preferably via online or D2C channels.
• Proficient in selling Term, ULIP, Savings, Retirement and Money-back plans.
• Strong understanding of insurance sales workflows, policy documentation, and compliance requirements.
• Experience with Lead Management Systems and CRM tools; basics of MS Excel, Word & PowerPoint.

Responsibilities

• Conduct telephonic conversations with potential customers to understand their insurance needs and recommend solutions.
• Drive end-to-end sales from lead engagement to policy issuance through digital and tele-assisted modes.
• Ensure full compliance with internal guidelines and regulatory standards across all interactions and documentation.
• Maintain accurate LMS updates for all assigned leads.
• Coordinate with underwriting, operations and customer service to facilitate policy issuance and resolve queries.
• Stay up to date with new insurance products and benchmarking activities.

Skills

Life insurance sales

CRM/LMS usage

MS Office basics

Tools

Lead Management System

CRM tools

MS Excel

MS Word/PowerPoint

Job description

Role Overview

We are seeking a highly motivated and customer-centered Sales Executive to join our in-house Direct-to-Consumer (D2C) sales team. The incumbent will be responsible for driving life insurance sales through tele-assisted channels, ensuring a seamless customer experience and strict adherence to internal and regulatory processes.

This role is ideal for professionals with prior experience in online life insurance sales who are looking to grow within a digitally driven and performance-oriented environment.

Key Responsibilities

• Conduct telephonic conversations with potential customers to understand their insurance/ investment needs and recommend appropriate solutions.
• Drive the end-to-end sales process, from lead engagement to policy issuance, through digital and tele-assisted modes.
• Ensure full compliance with internal guidelines and regulatory standards across all customer interactions and documentation.
• Maintain accurate and timely updates within the Lead Management System (LMS) for all assigned leads.
• Coordinate with cross-functional teams including underwriting, operations, and customer service to facilitate prompt policy issuance and resolution of queries.
• Being up to date with new insurance products in the market and ability to perform benchmarking activities

Candidate Requirements

• Experience: 23 years of experience in life insurance sales, preferably via online or D2C channels.
• Product Knowledge: Proficient in selling a broad range of life insurance products, including Term, ULIP, Savings, Retirement, and Money-back plans.
• Process Knowledge: Strong understanding of insurance sales workflows, policy documentation, and compliance requirements.
• Technical Proficiency: Comfortable working with Lead Management Systems and CRM tools and Basics in MS Excels, word & Powerpoint.
• Language Skills: Fluency in Hindi and English is mandatory. Proficiency in additional Indian languages will be considered an advantage.
• Professional Attributes: Excellent communication and interpersonal skills, result-oriented mindset, and the ability to work independently in a remote setup.