Sales Executive

Sales Executive – Insurance & Mutual Fund

Job Description:

We are looking for a dynamic Sales Executive to promote and sell Insurance and Mutual Fund products. The candidate will be responsible for generating leads, meeting prospective clients, understanding their financial needs, explaining suitable investment and insurance solutions, achieving sales targets, and maintaining long-term customer relationships. Strong communication, negotiation, and customer handling skills are essential. Experience in insurance, mutual fund, BFSI, or financial product sales will be an added advantage.

Key Responsibilities:

• Generate leads through field visits, referrals, and calling.
• Sell insurance and mutual fund products to new and existing customers.
• Understand customer financial goals and recommend suitable products.
• Achieve monthly sales targets.
• Build and maintain strong client relationships.
• Follow up with leads and ensure timely closure.
• Maintain accurate sales records and reports.

Preferred Skills:

• Excellent communication and sales skills.
• Basic knowledge of Insurance and Mutual Fund products.
• Ability to work in a target-driven environment.
• Customer relationship management.

Keywords:

Insurance Sales, Mutual Fund Sales, Financial Advisor, BFSI Sales, Relationship Manager, Field Sales, Investment Advisor, Client Acquisition, Lead Generation, Sales Executive, Customer Relationship, Financial Products, Banking Sales, Direct Sales, Target-Based Sales.