Insurance Executive

Key Responsibilities

• Outbound & Inbound Sales: Make outbound calls to warm/cold leads and handle inbound customer queries to pitch motor, health, or life insurance products.
• Needs Analysis: Evaluate customer financial situations and protection requirements to recommend tailored insurance policies.
• Policy Explanation: Clearly articulate premium structures, coverage limits, terms, and benefits in a way the client can easily understand.
• Lead Tracking: Maintain accurate and detailed logs of all client interactions, follow-ups, and sales data in the Customer Relationship Management (CRM) system.
• Target Achievement: Consistently meet or exceed daily, weekly, and monthly sales quotas and conversion metrics.
• Compliance & Ethics: Ensure all sales pitches and transactions strictly adhere to local regulatory and company guidelines.