Insurance Sales Executive

Full Time
Ram Mandir - Mumbai

Organization: A.D. Naikwealth Pvt. Ltd

Website :

Company Profile:

aikwealth is managing more than 5000 families and growing successfully in this competitive Industry. Naikwealth also organizes many public seminars on contemporary issues like Budget Analysis, Share Market, Career Guidance, how to plan investments for children, Inflation, and so on.

Job Description:
  • Drive revenue by selling insurance policies. Build client relationships, assess needs, provide solutions, and achieve sales targets for the company
  • Responsible for selling insurance plans to clients. Analyze customer requirements, propose suitable policies, handle inquiries, and achieve sales goals while maintaining positive client relationships.
  • Identify and prospect potential clients through various channels.
  • Conduct in-depth assessments of clients' insurance needs and financial situations.
  • Offer suitable insurance policies that align with clients' requirements.
  • Explain policy features, coverage options, and premium rates clearly and comprehensively.
  • Prepare and present accurate insurance quotes to clients, addressing any questions or concerns.
  • Build and maintain strong relationships with clients, providing personalized service and assistance.
  • Collaborate with underwriters to ensure timely processing of applications and policy issuance.
  • Meet or exceed sales targets and contribute to the company's revenue growth.
  • Stay updated on industry regulations, market trends, and product knowledge.
  • Maintain organized records of client interactions, sales activities, and follow-ups.
  • Continuously improve selling techniques, communication skills, and product knowledge to enhance effectiveness.
  • Provide exceptional post-sales support, including claims assistance and policy updates.
  • Uphold ethical standards and compliance with industry regulations throughout the sales process.
Candidate requirement:
  • CFP Professionals or CFP all modules cleared
  • Excellent knowledge of the entire Microsoft ecosystem and expert in excel, good interpersonal skills. Wealth management experience will be preferred. Freshers are also invited

    Salary for freshers : 4-5 Lacs with incentives (For experienced people salary will vary as per the experience)

    Hiring Manager Details:

    [email protected]