Insurance Sales Executive

Job Title – Life Insurance Executive

Location: Goregaon, Mumbai

Experience : 1-2 Years

Industry: Life Insurance

Open Positions: 30

Candidates Required: Male Candidates Only

Eligibility:

* Minimum 6 Months to 1 Year of Experience

* Experience in Banking, Finance, or Insurance Industry is Mandatory

* Freshers are Not Eligible

• Roles and ResponsibilitiesDrive growth of life insurance solutions by building a strong pipeline of prospective clients and converting them into policyholders.
• Manage end-to-end client engagement, from initial discovery and needs assessment to proposal presentation and policy servicing coordination.
• Provide expert guidance on available life insurance offerings, coverage structures, and benefit options to help clients make informed decisions.
• Strengthen long-term customer relationships through regular follow-ups, service updates, and proactive support.
• Represent the organization professionally during client meetings, discussions, and negotiations to ensure trust and continuity.
• Collaborate with internal teams to ensure timely processing of applications, documentation, and policy-related requirements.
• Maintain accurate client records, track interactions, and ensure data quality in reporting and CRM systems.
• Achieve individual and team performance targets through disciplined lead management and consistent engagement.
• Participate in onsite client meetings and community outreach activities based in Goregaon, Maharashtra, India.
• Required QualificationsProven experience in life insurance sales, advisory, or client relationship roles.
• Strong understanding of life insurance products, coverage concepts, and policy features.
• Demonstrated ability to build and maintain client relationships with professionalism and empathy.
• Excellent communication skills, including the ability to explain complex insurance concepts in a clear, client-friendly manner.
• Ability to work onsite in Goregaon, Maharashtra, India, and manage client meetings efficiently.
• Strong organizational skills to manage multiple prospects, follow-ups, and documentation.
• Customer-focused mindset with integrity and a consultative approach to selling and servicing.
• Comfort with reporting, process adherence, and maintaining accurate records in a CRM or similar system.
• Key ResponsibilitiesConduct client needs analysis to identify appropriate coverage requirements, risk concerns, and financial goals.
• Present tailored policy recommendations and ensure clients understand premium structures, benefits, exclusions, and timelines.
• Generate and nurture leads, including referrals, through consistent outreach and relationship-building activities.
• Coordinate with internal stakeholders to support smooth application submission, underwriting follow-ups, and policy issuance.
• Manage renewal and ongoing service discussions by tracking policy status, answering queries, and addressing concerns.
• Ensure documentation completeness and compliance by following established sales and service procedures.
• Maintain daily/weekly activity tracking, including call notes, meeting outcomes, and pipeline status.
• Meet agreed sales and engagement targets while maintaining quality standards and customer satisfaction.
• Uphold organizational reputation through ethical practices, transparent communication, and reliable follow-through.

Note:

1. Applications will only be accepted through the ATS link provided above. Profiles shared through other means will not be considered.

2. Prolegion does not charge any fee from candidates at any stage. If anyone approaches you for money in exchange for this opportunity, treat it as fraud and report it to us immediately