Insurance Sales Executive Jobs Opening in Reputed Insurance at Noida-Others, Noida

Insurance Sales Executive
Job Description
Position Overview
We are looking for a dynamic, ambitious, and result-oriented Insurance Sales Executive to join our growing team. The ideal candidate will be responsible for generating new business, selling insurance policies, building client relationships, and achieving sales targets.
This role involves understanding customer needs, recommending suitable insurance products, and providing personalized financial solutions. Whether you are a fresher with strong communication skills or an experienced sales professional, this position offers excellent career growth opportunities in the insurance sector.
Key Responsibilities
1. Sales & Business Development
-
Identify potential customers and approach them to explain available insurance products.
-
Promote and sell life insurance, health insurance, vehicle insurance, term plans, and investment-linked policies.
-
Generate leads through cold calling, referrals, networking, social media, and field visits.
-
Achieve individual and team sales targets consistently.
2. Customer Relationship Management
-
Understand client requirements, assess their financial goals, and suggest suitable insurance plans.
-
Build and maintain strong, long-term relationships with existing customers.
-
Follow up regularly with clients to provide updates and renew policies.
-
Ensure a positive customer experience through effective communication and personalized service.
3. Policy Guidance & Consultation
-
Educate clients about the benefits, coverage, terms, and conditions of various insurance policies.
-
Assist customers in selecting the right insurance plans based on their needs and budgets.
-
Explain claim settlement procedures, premium payment schedules, and policy exclusions.
-
Stay updated on new insurance products and market trends to advise clients better.
4. Documentation & Compliance
-
Handle documentation for policy issuance, renewals, and claims processing.
-
Ensure complete and accurate KYC verification and maintain client records.
-
Follow regulatory compliance as per IRDAI guidelines and company policies.
-
Maintain transparency and integrity in all customer dealings.
5. Reporting & Coordination
-
Prepare daily, weekly, and monthly sales reports for the management team.
-
Coordinate with the back-office team for policy approvals, claims, and after-sales support.
-
Participate in sales meetings, training sessions, and team discussions.
-
Work closely with supervisors to improve strategies and enhance conversion rates.
Required Skills & Competencies
Technical / Product Skills:
-
Basic understanding of insurance products, financial planning, and risk management (preferred but not mandatory).
-
Familiarity with policy documents, premium calculations, and claim processes.
Sales & Communication Skills:
-
Strong persuasion, negotiation, and closing skills.
-
Excellent verbal and written communication in English, Hindi, and local languages.
-
Ability to present information clearly and handle customer queries confidently.
-
Proficiency in using MS Office, CRM software, and digital marketing tools (optional but preferred).
Soft Skills:
-
Highly self-motivated and target-driven.
-
Strong interpersonal and relationship-building skills.
-
Adaptability to different client needs and market conditions.
-
Positive attitude, patience, and resilience under pressure.
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 0 to 06 Months year experience as an Insurance Sales Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: 12th Pass (HSE)
- 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.