Insurance Sales Executive

Job Description

Sales Executive – Life Insurance

Company

HDFC Life

Industry

Insurance \& Financial Services

Department

Sales \& Business Development

Experience

0–3 Years

Employment Type

Full-Time

About the Company

HDFC Life is an Indian life insurance company offering a range of financial protection, savings, retirement, and other life insurance products to individuals and families.

Job Overview

We are looking for a motivated and customer-focused Sales Executive to generate leads, understand customer requirements, and recommend suitable life insurance products. The candidate will be responsible for managing prospects, maintaining customer relationships, completing application documentation, and achieving assigned sales targets while following company policies and compliance requirements.

Key Responsibilities

• Generate leads through prospecting, referrals, and other approved channels.
• Contact potential customers to understand their financial protection and insurance needs.
• Explain life insurance products, benefits, features, and policy terms clearly.
• Recommend suitable insurance solutions based on customer requirements and eligibility.
• Follow up with prospective customers to convert leads into sales.
• Assist customers with application forms and required documentation.
• Maintain accurate customer information, lead records, and sales reports.
• Build and maintain long-term customer relationships.
• Achieve assigned sales targets and contribute to business growth.
• Ensure compliance with company policies, applicable insurance regulations, and ethical sales practices.

Candidate Requirements

• Graduate in any discipline.
• 0–3 years of experience in sales, business development, customer service, or insurance.
• Freshers with strong communication and sales skills are encouraged to apply.
• Basic understanding of insurance products or willingness to learn.
• Strong prospecting, negotiation, and follow-up skills.
• Customer-oriented approach with good interpersonal abilities.
• Ability to work toward targets and manage multiple prospects.
• Willingness to follow company compliance and documentation procedures.

Key Skills

Sales, Lead Generation, Customer Relationship Management, Insurance Products, Prospecting, Negotiation, Communication Skills, Follow-up, Customer Service, Target Achievement.

Performance Expectations

• Achievement of assigned sales targets.
• Effective lead generation and prospect conversion.
• Accurate application documentation and customer records.
• Strong customer engagement and follow-up.
• Adherence to insurance sales and compliance standards.

Application Process

Interested candidates with strong communication skills and an interest in insurance sales are encouraged to apply.

Pay

₹300,000.00 - ₹500,000.00 per year

Work Location

In person