Sales Executive - Website Sales

Bandhan Life Insurance Limited; United States; Remote; USD 52,000 - 90,000; Full time

Job summary

Bandhan Life Insurance Limited is seeking a Sales Executive to join its D2C sales team. The role focuses on tele-assisted life insurance sales, delivering a smooth customer journey while complying with regulations.

The ideal candidate has 2+ years of online life insurance sales experience, strong product knowledge across Term, ULIP, Savings, Retirement and Money-back plans, and fluency in Hindi and English. Remote work setup preferred.

Qualifications

• 2+ years of life insurance sales experience, preferably online/D2C.
• Proficient in selling Term, ULIP, Savings, Retirement, and Money-back plans.
• Strong knowledge of insurance sales workflows, policy docs, and compliance.
• Experience with LMS/CRM and MS Office.

Responsibilities

• Conduct telephonic conversations to assess insurance needs.
• Drive end-to-end sales from lead to policy issuance digitally.
• Ensure compliance with internal guidelines and regulatory standards.
• Update LMS promptly for all leads.
• Coordinate with underwriting, operations, and service teams.
• Stay up-to-date on new products and benchmarking.

Skills

Lead management

CRM proficiency

Communication skills

Remote work capability

Hindi language

English language

Tools

Lead Management System (LMS)

CRM software

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Role Overview

We are seeking a highly motivated and customer-centric 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: 2+ 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.