Job Description

: Term Insurance Sales Person

Position: Term Insurance Sales Executive

Location: [Insert Location]

Employment Type: Full-time

Experience: 1-3 years in insurance/financial product sales preferred

About the Role

We are looking for a proactive and results-driven Term Insurance Sales Executive to join our team. The role involves engaging with prospective clients, understanding their financial protection needs, and recommending suitable term insurance solutions. You will play a key role in driving business growth while building long-term customer relationships.

Key Responsibilities

Generate leads through cold calling, networking, references, and digital platforms. Educate clients on term insurance products, features, and benefits. Conduct needs-based assessments to suggest the right insurance plans. Achieve monthly and quarterly sales targets. Maintain regular follow-up with clients to ensure closure of sales and timely policy issuance. Build and maintain a pipeline of potential customers. Provide excellent post-sales support to enhance customer satisfaction and referrals. Stay updated with company products, industry trends, and competitors.

Requirements

Bachelor's degree in any discipline (Finance/Commerce preferred). Proven sales experience in insurance, banking, or financial services is an advantage. Strong communication and interpersonal skills. Ability to build trust and explain financial concepts in simple language. Self-motivated with a target-driven approach. Proficiency in MS Office and CRM tools.

Key Skills

Sales & Negotiation Customer Relationship Management Product Knowledge (Term Insurance & Financial Planning) Lead Generation & Conversion Problem-Solving

What We Offer

Attractive fixed salary with performance-based incentives. Training and development opportunities. Career growth in financial advisory and insurance sales.
Supportive work environment with recognition for achievements.

Job Type: Full-time

Pay: ₹25,000.00 - ₹30,000.00 per month

Benefits:

Health insurance Provident Fund Work from home
Language:

Hindi (Preferred) English (Preferred)
Work Location: In person