Insurance Sales Executive – Job DescriptionJob Title
Insurance Sales Executive / Loan & Insurance Relationship Manager
Job Summary
We are looking for a dynamic and result-oriented Insurance Sales Executive to promote and sell loan-related insurance products, life insurance, health insurance, and financial protection plans. The candidate will be responsible for generating leads, building customer relationships, achieving sales targets, and providing excellent customer service.
Key Responsibilities
- Generate new business opportunities through field sales, referrals, and lead generation activities
- Promote insurance products related to loans, life, health, and general insurance
- Identify customer financial needs and recommend suitable insurance plans
- Build and maintain strong relationships with customers, banks, and channel partners
- Meet monthly and quarterly sales targets
- Assist customers with policy documentation, renewals, and claim support
- Follow up with existing customers for cross-selling and upselling opportunities
- Maintain accurate customer records and sales reports
- Ensure compliance with company policies and insurance regulations
- Conduct market visits and customer meetings regularly
Required Skills
- Strong communication and negotiation skills
- Sales and customer relationship management abilities
- Basic knowledge of loans, banking, and insurance products
- Ability to achieve targets and work under pressure
- Good presentation and convincing skills
- Familiarity with CRM software and MS Office is an advantage
Qualification
- Bachelor’s degree in any discipline
- Experience in insurance, banking, loan sales, or financial services preferred
- Freshers with strong sales interest can also apply
Experience
- 1–5 years in insurance sales, loan sales, banking sales, or financial product sales
Salary & Benefits
- Attractive salary + incentives + performance bonuses
- Career growth opportunities
- Training and development support
- Travel allowances and other benefits as per company policy
Preferred Candidate Profile
- Self-motivated and target-driven
- Good interpersonal skills
- Willingness to travel for field sales activities
- Positive attitude and customer-focused approach
Location
Hyderabad / Telangana (Ameerpet)
Employment Type
Full-time
Pay: ₹25,000.00 - ₹50,000.00 per month
Benefits:
- Cell phone reimbursement
- Flexible schedule
- Paid sick time
Work Location: In person
