Overview
Role Overview: The Sales Executive / Sr. Sales Executive will be responsible for driving sales of insurance products. The ideal candidate will be adept at converting leads, understanding customer needs, and generating insights that help refine lead quality and sales strategies. Key Responsibilities: Generate and convert sales leads for insurance products. Maintain an in-depth understanding of product features, benefits, and policy terms across multiple insurers. Identify potential customers through cold calling, referrals, or digital leads through calls provided by the organisation. Engage with customers to understand their insurance requirements and recommend the best-fit products. Achieve daily, weekly, and monthly sales targets. Provide regular feedback on lead quality, conversion ratios, and customer sentiment to improve overall sales efficiency. Prepare and maintain sales reports, p
Full job description
About The Role
Role Overview: The Sales Executive / Sr. Sales Executive will be responsible for driving sales of insurance products. The ideal candidate will be adept at converting leads, understanding customer needs, and generating insights that help refine lead quality and sales strategies.
Key Responsibilities: Generate and convert sales leads for insurance products. Maintain an in-depth understanding of product features, benefits, and policy terms across multiple insurers. Identify potential customers through cold calling, referrals, or digital leads through calls provided by the organisation. Engage with customers to understand their insurance requirements and recommend the best-fit products. Achieve daily, weekly, and monthly sales targets. Provide regular feedback on lead quality, conversion ratios, and customer sentiment to improve overall sales efficiency. Prepare and maintain sales reports, pipeline updates, and conversion data in CRM tools. Stay updated on industry trends, new insurance products, and regulatory changes.
Key Skills & Competencies: Strong communication, negotiation, and persuasion skills. Customer-first mindset with an ability to build rapport quickly. Analytical thinking to generate insights from lead and sales data. Ability to work independently as well as in a team-based environment. Good command of spoken and written English and Hindi. Basic proficiency in MS Excel, Google Sheets, and CRM software.
Qualification & Experience Graduation (any stream) - MBA or relevant certification in insurance/sales is a plus. months - 2 years of experience in insurance sales. • • IRDA certification preferred.
What We Offer: Attractive compensation structure with performance-based incentives. Opportunity to work with one of the most trusted financial technology brands in India. Growth-oriented environment with training and advancement opportunities. Exposure to a wide network of digital distribution channels.
Tips for this job
Practical Job and Scholarship guidance. These tips do not replace official rules or create new eligibility requirements.
- Tailor the CV and application to the responsibilities and required skills stated on the official employer page.
- Use concrete evidence of relevant work, projects and measurable results rather than generic claims.
- Confirm location, work authorization, remote restrictions and sponsorship terms before applying.
- Apply through the original employer or official recruitment destination shown on this page.
Verification notes
Discovered directly from the employer’s public Lever Postings API. Full public description, role lists and additional information were normalized into safe candidate-facing content.
Job and Scholarship is the discovery and verification layer. Confirm eligibility, dates, salary/funding and application instructions on the original source before submitting anything.
paytm (lever) ↗Browse current Job and Scholarship listings from paytm (lever) →
