Client Relationship Executive

Job SummaryWe are seeking a motivated and target-driven Sales Executive – Life Insurance to promote life insurance products, generate new business, and build lasting customer relationships. The ideal candidate will understand customers' financial protection needs and recommend suitable insurance solutions while achieving sales targets.

• Key ResponsibilitiesGenerate leads through referrals, networking, and cold calling.
• Identify customer needs and recommend appropriate life insurance plans.
• Explain policy features, benefits, premiums, and coverage details.
• Build and maintain strong relationships with new and existing customers.
• Follow up with prospects and convert leads into successful policy sales.
• Assist customers with policy documentation, renewals, and basic service requests.
• Achieve monthly and quarterly sales targets.
• Maintain accurate customer records in the CRM system.
• Stay updated on insurance products, industry trends, and regulatory guidelines.
• Required SkillsExcellent communication and interpersonal skills.
• Strong sales, negotiation, and relationship-building abilities.
• Customer-focused with a target-oriented mindset.
• Basic knowledge of life insurance products and financial services.
• Proficiency in MS Office and CRM software.
• Ability to work independently and as part of a team.
• QualificationsGraduate in any discipline.
• Freshers and experienced candidates are welcome to apply.
• Prior experience in life insurance, BFSI, banking, or financial services is preferred.
• What We OfferCompetitive salary with attractive performance incentives.
• Comprehensive training and certification support.
• Career growth opportunities.
• Supportive and professional work environment.