Sales Executive

Job Overview

AH Dream Service Private Limited is seeking a proactive and client-focused Sales Executive to join their team. The candidate should possess 6 months to one year of experience in insurance sales, particularly term insurance, and demonstrate strong communication and sales capabilities to convert leads effectively.

Key Responsibilities

• Manage inbound and outbound communications with potential and current customers.
• Generate new leads and convert them for term insurance and other insurance products.
• Assess customer needs and propose appropriate insurance solutions tailored to those requirements.
• Clearly articulate insurance policy benefits, including features, coverage options, premiums, exclusions, and claims processes.
• Engage in follow-up communication with interested prospects using calls and other means.
• Consistently meet or exceed daily, weekly, and monthly sales objectives.
• Maintain an active and efficient sales pipeline to optimize lead conversions.
• Establish and nurture positive relationships with customers for enhanced experience and loyalty.
• Record customer details, follow-ups, and sales activities accurately within the CRM system.
• Collaborate with underwriting, operations, and policy issuance teams to ensure smooth processing of applications.
• Ensure adherence to documentation standards, sales procedures, and compliance regulations.

Candidate Profile and Requirements

• Between 6 months to 1 year of experience in insurance sales, preferably in term insurance.
• Additional experience in telesales, inside sales, telecalling, direct sales, or financial service sales is an advantage.
• Graduate degree in any field.
• Excellent verbal communication and customer engagement skills.
• Proficient in persuasion, negotiation, and managing objections.
• Highly focused on targets, lead conversion, and driving revenue growth.
• Basic proficiency with computers and CRM software.
• Capable of thriving in a fast-paced, results-driven sales environment.
• Preference will be given to candidates available for immediate joining or with short notice periods.