Insurance Agent Job Vacancies in Maharashtra

Source and onboard sales professionals. Build and manage high-performing teams. Conduct product and sales training sessions. Drive business development and market outreach activities. Ensure compliance with IRDAI and company policies. Monitor team productivity and business performance

We are seeking a motivated Sales Executive to join our team in Andheri East, Mumbai. In this dynamic role, you will engage with customers and play a key part in driving sales growth.Key Responsibilities:- Client Engagement: Build and maintain strong relationships with potential and existing clients to understand their needs and offer suitable solutions.- Sales Presentations: Prepare and deliver compelling sales presentations that highlight the benefits of our products or services effectively.- Market Research: Conduct market analysis to identify new business opportunities and stay informed about industry trends.- Sales Reporting: Maintain accurate records of sales activities and strategies to track performance and report to management.Required Skills and Expectations:We are looking for candidates who are graduates with 0 to 4 years of experience in sales or related fields. Strong communication skills are essential, as you will be interacting with customers regularly. A proactive and enthusiastic attitude is crucial for succeeding in this role. Candidates should have good organizational skills and the ability to work well both independently and as part of a team. Familiarity with basic sales techniques and a willingness to learn and adapt to changing conditions will also be advantageous. If you are eager to develop your sales career in a supportive environment, we encourage you to apply.

SBI, Mumbai, is looking for driven freshers who want to build a long-term career in financial services. Where you'll build sales experience, earn performance-based incentives, and work directly under a Sales Officer. High performers who consistently achieve targets get fast-tracked into confirmed on-roll positions (such as Relationship Manager) with SBI Life.What You'll DoGenerate leads and sell SBI Life insurance products to individuals and familiesBuild and manage your own client baseMeet monthly sales targets with mentorship and training supportAttend structured training on products, compliance, and sales techniquesAnalysing clients' needs and providing advice on the type and amount of insurance coverage they should purchase.Reviewing clients' policies regularly to ensure that they are still adequate and making recommendations for changes as needed.Helping clients file claims and ensuring that they receive the full benefits of their coverage.What You'll GetCommission + incentive-based earnings from day oneStructured training and mentorship from an experienced Sales OfficerA clear, merit-based path to a confirmed, salaried role at SBI Life after achieving target milestonesCertification and licensing support (IRDAI)Who We're Looking ForFreshers or early-career candidates, graduate preferredStrong communication and interpersonal skillsSelf-motivated, target-driven mindsetWillingness to work on a performance/commission basis initiallyThis is a sales role, only apply if you are aligned with the same.Benefits:Flexible scheduleHealth insuranceLife insuranceWork from homeWork Location: Hybrid remote in Mumbai, Maharashtra

Handle outbound/inbound customer calls related to SBI Life insurance products.Explain insurance plans, benefits, features, and eligibility to customers.Generate leads and convert them into successful sales.Understand customer requirements and recommend suitable insurance plans.Follow up with interested customers and maintain regular communication.Achieve monthly sales targets and business objectives.Maintain accurate customer and sales records.Ensure proper documentation and timely processing of applications.Provide professional customer service and resolve basic queries.Work closely with the team and reporting manager to achieve targets.Maintain compliance with company policies and sales guidelines.

Key ResponsibilitiesIdentify and develop new business opportunities through cold calling, networking, referrals, and field visits.Generate leads and convert them into customers.Build and maintain strong relationships with existing and prospective clients.Understand customer requirements and provide suitable product/service solutions.Conduct sales presentations, product demonstrations, and client meetings.Prepare quotations, proposals, and negotiate contracts.Achieve monthly and annual sales targets.Maintain accurate records of customer interactions and sales activities in CRM systems.Coordinate with internal teams to ensure timely delivery of products/services.Monitor market trends, competitor activities, and customer feedback.

As an Insurance Sales Executive, you will play a crucial role in promoting and selling various insurance products to clients. Your primary responsibility will be to provide excellent service while helping clients choose the best options for their insurance needs.Key Responsibilities:- Client Interaction: Engage with potential clients through phone calls, emails, and face-to-face meetings to understand their insurance needs.- Product Knowledge: Stay updated with the latest insurance products and features to effectively inform clients and answer their queries.- Sales Strategy Development: Create and implement effective sales strategies to meet monthly and quarterly sales targets.- Documentation: Prepare and manage all necessary paperwork for the insurance policies, ensuring accuracy and compliance with company standards.- Follow-up: Maintain regular communication with existing clients to assist with renewals and gather referrals for new clients.Required Skills and Expectations:- A minimum of 1 year of experience in sales, preferably in the insurance sector or related fields, demonstrating sales proficiency and customer service skills.- Must have completed at least 12th grade, providing a basic education level suitable for this role.- Excellent communication skills, both verbal and written, to engage with clients effectively.- Strong interpersonal skills to build and maintain relationships with clients and team members.- Goal-oriented mindset with the ability to work under pressure to meet sales targets consistently.- Problem-solving skills to address client concerns and guide them toward the best insurance solutions.

About the role:We are hiring Outbound Sales Executives for an insurance voice process on behalf of our client. This is an excellent opportunity for freshers and candidates with up to 2 years experience to build a sales career in insurance, earn performance-linked incentives and grow within a fast-paced team.Key responsibilities:Make outbound calls to prospective customers to explain insurance products and generate interest.Understand customer needs, present suitable plans and convert leads into sales.Follow the script and compliance guidelines while handling objections professionally.Maintain accurate call logs, update CRM records and report daily call activity.Achieve individual and team sales targets and KPIs.Coordinate with underwriting, collections and admin teams as required.What were looking for:Freshers to 2 years of experience in outbound sales, telecalling or customer-facing rolesClear spoken English and strong telephone etiquette.Good communication and persuasion skills; confident and target-driven.Basic computer skills (MS Office).Must be willing to work from Juinagar location.

We are seeking a motivated Insurance Sales Executive to join our team in Pune, India. This role provides an exciting opportunity for individuals with 1 to 3 years of experience in sales to develop their careers in the insurance industry.The key responsibilities of the Insurance Sales Executive include:- Client Acquisition: Identify and connect with potential clients to introduce our insurance products, understanding their needs to offer tailored solutions.- Sales Presentations: Conduct presentations and discussions with clients, effectively communicating the benefits of various insurance plans and addressing any questions they may have.- Client Relationship Management: Build and maintain strong relationships with clients, ensuring high levels of satisfaction and managing any post-sale issues.- Market Research: Stay informed about the insurance market, competitors, and trends to adapt strategies and improve sales tactics regularly.- Target Achievement: Meet and exceed sales targets, contributing to the overall growth and success of the company.The ideal candidate will be a graduate with strong communication and interpersonal skills. You should be self-motivated and goal-oriented, with a proactive approach to problem-solving. A customer-centric mindset is essential to help you understand client needs better and tailor your approach accordingly. Familiarity with the insurance sector will be an advantage, enhancing your ability to succeed in this role.

As an Insurance Sales Executive, you will play a key role in driving the sales of insurance products. Your position will involve direct interaction with clients, helping them understand their insurance needs and providing suitable solutions. You will be expected to demonstrate strong sales capabilities and customer service skills.Key Responsibilities:- Prospecting New Clients: Identify and reach out to potential clients to generate interest in insurance products.- Conducting Meetings: Meet with clients to discuss their insurance needs and explain the benefits of various policies.- Providing Product Knowledge: Offer detailed information about different insurance plans, answering any questions or concerns clients may have.- Preparing Quotes: Generate and present quotes for insurance policies based on clients requirements, illustrating potential costs and coverage.- Closing Sales: Effectively persuade clients to finalize their purchase decisions, ensuring that all needed documentation is accurately completed.- Maintaining Client Relationships: Follow up with existing clients to ensure good service levels, manage renewals, and address any issues that arise.Required skills and expectations include strong communication abilities, as you will need to explain complex terms clearly. A customer-focused mindset is crucial, as helping clients find the right insurance is a core part of this role. Additionally, candidates should be self-motivated and have basic computer skills to maintain records and handle communications. Being organized and able to manage time effectively will contribute to your success in this sales-driven environment.

As a TPA Executive, you will play a crucial role in facilitating the smooth and efficient management of insurance claims. You will work closely with clients, healthcare providers, and insurance companies to ensure that all transactions and communications are handled effectively.Key Responsibilities:- Claim Processing: Review and process claim documents, ensuring all necessary paperwork is complete and compliant with insurance protocols.- Client Coordination: Communicate with clients to gather required information and updates regarding their claims, addressing any questions or concerns they may have.- Provider Liaison: Work with healthcare providers to verify patient eligibility and benefits, ensuring that services rendered are aligned with the insurance coverage.- Documentation Management: Maintain detailed records of claims processed, communications, and resolutions to ensure transparency and compliance with company standards.- Problem Resolution: Address and resolve any issues or discrepancies that arise during the claims process, collaborating with relevant parties to achieve satisfactory outcomes.Required Skills and Expectations:Candidates should have at least 2 to 4 years of experience in a similar role, demonstrating a strong understanding of the insurance claims process. A minimum education level of 12th pass is required. Excellent communication skills are essential for effective interaction with clients and providers. Proficiency in Microsoft Office, particularly Excel, is expected for managing documentation and data. Candidates should be detail-oriented, capable of handling multiple tasks efficiently, and possess strong problem-solving abilities to navigate challenges in the claims process. A professional attitude and the ability to work in a team are also important for success in this role.

Job Description - Sales Executive (Life Insurance) Location: Pune Work mode: OnsiteExperience Required: 6 months to 2 years About the RoleWe are looking for a dynamic and result-driven Sales Executive to join our Life Insurance team. The role involves generating leads, engaging with customers, and driving sales through a mix of telecalling and field interactionsRoles And Responsibilities: Handling outbound/inbound calls to generate leads Explaining and selling life insurance products to customers 75% work will be telecalling from office 25% field work (client meetings if required) Understanding customer needs and suggesting suitable policies Follow-ups and closure of leads within timelines Coordinating with internal teams for documentation Requirements: Good communication and convincing skills Comfortable with telecalling and field work Experience in insurance/Any sales will be preferred

We are looking for a motivated and skilled Sales Executive to join our team in Uran. The ideal candidate will have 2 to 5 years of experience in sales, preferably with a background in B.A or B.B.A. This full-time position requires the candidate to work from the office.Key Responsibilities:- Identify Sales Opportunities: Research and analyze market trends to find new leads and potential clients, allowing the company to expand its customer base.- Build and Maintain Relationships: Establish strong relationships with existing customers and potential clients, ensuring their needs are met and encouraging repeat business.- Conduct Presentations and Demonstrations: Present products and services to clients, demonstrating their benefits and features, which helps in closing sales effectively.- Prepare Sales Reports: Compile and analyze sales data to track performance and identify areas for improvement, ensuring the team meets sales targets.- Collaborate with Team Members: Work closely with colleagues in marketing and customer service to ensure a seamless experience for clients and to share insights that can enhance sales strategies.Required Skills and Expectations:The ideal candidate should possess excellent communication and interpersonal skills, enabling effective interaction with clients. Strong negotiation skills are essential for closing deals successfully. The candidate should be goal-oriented and able to work independently as well as part of a team. Time management skills are important to prioritize tasks and meet deadlines efficiently. A good understanding of sales principles and customer service practices is also expected.

Navneet Insurance broker Helath insurance product sales fix salary time 9.30 am to 6 pm only

Key Responsibilities:1. Customer Relations Management: Build and maintain relationships with clients, providing support and guidance on insurance policies.- The Insurance Executive will be responsible for communicating with clients, addressing their queries, and ensuring customer satisfaction.2. Policy Sales: Sell various insurance policies to clients, explaining coverage options and benefits.- The incumbent will be tasked with promoting and selling insurance products to potential customers, highlighting the advantages of different policies.3. Policy Renewals: Follow up with clients for policy renewals and provide assistance in the renewal process.- The Insurance Executive will need to remind clients about upcoming policy renewals, assist them in renewing their policies, and ensuring continuity of coverage.4. Claims Processing: Assist clients in filing insurance claims and coordinate with insurance providers to ensure smooth processing.- The role involves helping clients navigate the claims process, submitting necessary documentation, and liaising with insurers for timely claim settlements.Required Skills and Expectations:1. Strong Communication Skills: Ability to effectively interact with clients and explain complex insurance concepts in a clear manner.2. Sales Acumen: Aptitude for selling and promoting insurance products to drive business growth.3. Organizational Skills: Capability to manage multiple client accounts, policy renewals, and claims in a structured manner.4. Knowledge of Insurance: Basic understanding of insurance policies, terms, and regulations to assist clients efficiently.5. Detail-Oriented: Attention to detail in processing claims accurately and ensuring policy information is correctly documented.

We are seeking a dedicated Telecalling Executive to join our team in Andheri East, Mumbai. This role involves engaging with potential and existing clients through phone calls to promote our products and services.Key Responsibilities:- Cold Calling: Initiate calls to prospective customers to introduce our offerings and generate interest, maintaining a positive and encouraging tone.- Customer Engagement: Build and maintain strong relationships with clients by understanding their needs and providing suitable solutions, ensuring a personalized approach.- Lead Generation: Identify and qualify leads to support the sales team, utilizing effective questioning techniques to gather essential information.- Follow-up Calls: Reach out to leads and clients for follow-ups, ensuring timely communication and addressing any queries they may have.- Data Recording: Maintain accurate records of customer interactions and transaction details in our CRM system, ensuring all information is up-to-date for future reference.Required Skills and Expectations:Candidates must possess excellent verbal communication skills and be comfortable speaking on the phone. A good understanding of sales techniques and the ability to persuade others will be crucial for success in this role. Strong organizational skills and attention to detail are essential for managing multiple tasks effectively. The ideal candidate should be a graduate with 1 to 7 years of experience in telecalling or customer service, demonstrating a proactive approach to achieving goals and a strong commitment to fostering customer relationships.

Kataria Business Insurance based out of Mumbai, Marine Lines has a vacancy for Executive Tele-calling.Key Responsibilities: Make outbound calls to potential clients to generate leads for Fire Insurance, Marine Insurance, Shop lifting, Shopkeeper policy, SME, Burglary insurance products. Potential clients would be the owners of Shops, manufacturing units or godowns i.e. textile traders, Electronics item shops, Computer hardware etc., Explain insurance products and services to clients clearly and convincingly. Maintain and update client databases with accurate information.

As a Sales Executive, you will play a crucial role in driving sales and building relationships with customers. Your responsibilities will include:- Identifying Leads: Actively seek out and engage potential customers to generate new sales opportunities.- Customer Engagement: Communicate effectively with customers, understanding their needs and providing appropriate solutions to meet those needs.- Product Knowledge: Learn and understand the companys products and services in detail to effectively convey their benefits to customers.- Sales Presentations: Prepare and deliver compelling presentations to showcase products and persuade potential customers to make a purchase.- Follow-Up: Maintain communication with leads and customers after initial contact to nurture relationships and encourage repeat business.- Sales Reporting: Record and report sales activities and progress towards targets to help management track performance.To succeed in this role, you should have a strong willingness to learn and grow in the sales field. Excellent communication and interpersonal skills are essential, as you will be interacting with various customers. A proactive attitude and the ability to work independently are also important. Familiarity with basic sales techniques and tools can be beneficial, though not mandatory, as this role is suitable for fresh graduates or those with up to one year of experience. A Bachelors degree in Arts or Commerce is required. Being adaptable and motivated will help you thrive in this fast-paced environment.

Key ResponsibilitiesIdentify and develop new business opportunities through cold calling, networking, referrals, and market research.Generate leads and convert prospects into customers.Conduct client meetings, product presentations, and sales demonstrations.Understand customer requirements and recommend suitable products or services.Prepare quotations, proposals, and negotiate contracts with clients.Build and maintain long-term relationships with existing customers.Follow up on inquiries, leads, and sales opportunities to maximize conversions.Achieve monthly, quarterly, and annual sales targets.Maintain accurate records of sales activities and customer interactions in CRM systems.Monitor market trends, competitor activities, and customer feedback.Coordinate with internal teams to ensure timely delivery and customer satisfaction.Prepare sales reports, forecasts, and MIS reports for management review.

Key ResponsibilitiesIdentify and generate new business opportunities through prospecting, networking, referrals, and market research.Develop and maintain strong relationships with existing and potential customers.Present and promote products or services to prospective clients.Understand customer requirements and provide appropriate solutions.Prepare quotations, proposals, and sales agreements.Negotiate pricing, terms, and contracts to close sales successfully.Achieve assigned monthly, quarterly, and annual sales targets.Conduct regular follow-ups with prospects and customers.Maintain accurate records of sales activities, customer interactions, and opportunities in CRM systems.Coordinate with internal teams to ensure excellent customer service and timely delivery.Monitor market trends, competitor activities, and customer feedback.Participate in exhibitions, sales events, and promotional activities as required.

Key ResponsibilitiesIdentify and develop new business opportunities through field visits, networking, referrals, and market research.Meet prospective customers to understand their requirements and present suitable products or services.Generate leads and convert them into sales opportunities.Build and maintain strong relationships with existing and potential customers.Prepare and present quotations, proposals, and sales agreements.Negotiate pricing and close sales deals effectively.Achieve assigned sales targets and KPIs.Conduct regular follow-ups with customers to ensure satisfaction and repeat business.Maintain accurate records of customer interactions, sales activities, and pipeline updates in CRM systems.Coordinate with internal teams to ensure timely order processing and service delivery.Monitor market trends, customer feedback, and competitor activities.Participate in promotional campaigns, exhibitions, and sales events.

Job Description - Sales Executive (Life Insurance) Location: Pune Work mode: OnsiteExperience Required: 6 months to 2 years ATS Link: https://www.prolegion.com/marketplace/03db0e92-92ca-4096-88e8-30358e2a0eb2/sales-executive-(life-insurance)?utm_source=placementindiaAbout the RoleWe are looking for a dynamic and result-driven Sales Executive to join our Life Insurance team. The role involves generating leads, engaging with customers, and driving sales through a mix of tele-calling and field interactionsRoles And Responsibilities: Handling outbound/inbound calls to generate leads Explaining and selling life insurance products to customers 75% work will be tele-calling from office 25% field work (client meetings if required) Understanding customer needs and suggesting suitable policies Follow-ups and closure of leads within timelines Coordinating with internal teams for documentation Requirements: Good communication and convincing skills Comfortable with telecalling and field work Experience in insurance/Any sales will be preferred 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.

we are urgently hiring for Sales insurance executive please check the resume