Insurance Sales Executive

Role Overview

As an Insurance Sales Executive at Finnablecred Private Limited, you will be responsible for reaching out to prospective clients via calls, referrals, and other lead sources to promote insurance products. You will explain the features, benefits, and coverage options of various insurance plans, matching these with customer needs to recommend the most appropriate solutions.

Key Duties

• Initiate contact with prospective customers using calls and referrals.
• Describe insurance product details clearly to customers.
• Evaluate the specific requirements of customers and recommend appropriate insurance policies.
• Generate leads and successfully convert them into policy sales.
• Establish and maintain strong relationships with both new and existing clients.
• Assist with all documentation, applications, and renewals related to policies.
• Conduct follow-ups to ensure timely issuance of policies and renewals.
• Keep accurate records of customer interactions and sales in the CRM system.
• Meet and strive to exceed daily, weekly, and monthly sales targets.
• Adhere to company guidelines and comply with insurance regulatory requirements.