Insurance Sales Executive Jobs Opening in Fatakpay at Andheri East, Mumbai
Job Description
• Make outbound calls to prospective clients to introduce and promote insurance products.
More information about this Insurance Sales Executive Job
Please go through the below FAQs to get all answers related to the given Insurance Sales Executive job
• Explain policy coverage, benefits, terms, and conditions in a clear, customer friendly manner.
• Identify customer needs and recommend suitable insurance plans.
• Handle queries, objections, and follow up to close enrollments.
• Maintain accurate call logs and customer records in CRM.
• Meet monthly sales targets and quality metrics.
Key Responsibilities
1. Sales & Business Development
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Identify potential customers through cold calling, referrals, digital outreach, or field activities.
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Promote and sell life, health, motor, and general insurance products based on customer needs.
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Conduct need-based assessments to understand client requirements and recommend suitable policy options.
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Prepare and present insurance proposals, quotations, and plan comparisons to prospects.
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Follow up with leads and prospects regularly to close sales.
2. Customer Relationship Management
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Build and maintain long-term relationships with new and existing customers.
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Provide timely support and guidance throughout the application, underwriting, and policy issuance processes.
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Handle queries related to policy terms, premium payments, renewals, claims process, and benefits.
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Ensure high levels of customer satisfaction through personalized service and after-sales support.
3. Documentation & Compliance
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Assist clients in completing all required documentation for new policies and renewals.
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Maintain accurate records of sales activities, policy information, and customer communications.
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Ensure compliance with all regulatory and company policies, including KYC, AML, and IRDAI guidelines.
4. Target Achievement & Reporting
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Meet and exceed monthly, quarterly, and annual sales targets.
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Track sales metrics and prepare daily/weekly reports for submission to the reporting manager.
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Participate in team meetings, product training sessions, and periodic performance reviews.
More information about this Insurance Sales Executive Job
Please go through the below FAQs to get all answers related to the given Insurance Sales Executive job
- What are the job requirements to apply for this Insurance Sales Executive job position?
- Ans: A candidate must have a minimum of fresher as an Insurance Sales Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Insurance Sales Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Insurance Sales Executive position?
- Ans: There are immediate 1 job openings for Insurance Sales Executive in our Organisation.
Job Particulars
Education B.Com
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id2745336
Job Category Others
SkillsSales
Locality Address Andheri East
State Maharashtra
Country India
About Company
Fatakpay
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