Direct Sales Executive

Job Summary

We are looking for a motivated and target-driven Sales Manager to promote and sell life & health insurance products directly to customers. The role involves generating leads, understanding client needs, explaining insurance plans, and achieving sales targets while maintaining strong customer relationships.

Job Location: Thane & Delhi, NCR

Experience : 0 to 4 Years

CTC : Attractive Salary + Smart Incentive structure

Key Responsibilities

·      Generate leads through calls, referrals, field visits, networking, and digital channels.

·      Understand customer requirements and recommend suitable insurance solutions.

·      Explain policy features, benefits, exclusions, and premium details clearly.

·      Achieve monthly/quarterly & annual sales targets.

·      Maintain regular follow-ups with prospective and existing clients.

·      Assist customers with documentation and policy issuance processes.

·      Coordinate with insurance companies for quotations and policy servicing.

·      Build long-term customer relationships for renewals and cross-selling.

·      Maintain accurate records of sales activities in CRM/software.

·      Stay updated on insurance products, market trends, and regulatory guidelines.

Required Skills

·      Strong communication and negotiation skills.

·      Good convincing and interpersonal abilities & good track record in case of experienced professional.

·      Target-oriented and self-motivated mindset.

·      Basic understanding of insurance products and sales processes.

·      Ability to work independently and in a team.

·      Proficiency of Outlook and MS Office is preferred.

Qualifications

·      Bachelor’s degree in any discipline preferred.

·      Experience in insurance, banking, financial services, or direct sales is an advantage.

·      Freshers with strong sales aptitude may also apply.

Preferred Experience

·      0–3 years in insurance sales, BFSI sales, or direct selling.

·      Experience of 1-2 years is preferable.

·      Experience in cold calling and field sales is a plus.

·      Freshers are welcome.