Sales Executive

 

Description:

We are seeking a dynamic and results-driven Sales Executive - Insurance

with a strong background in the insurance Broker industry. The ideal candidate will have

1-2 years of proven experience in insurance sales, This role focuses on acquiring new clients,

nurturing long-term relationships, and driving sustainable revenue growth across

general insurance lines.

Key Responsibilities

1. Client Acquisition & Portfolio Development

 Leverage existing networks to onboard clients with portfolios of $1 million or

more.

 Identify, engage, and convert prospective clients to expand the company’s

insurance portfolio.

2. Sales & Revenue Growth

 Consistently achieve and exceed sales targets by promoting general insurance

products.

 Maximize revenue through effective cross-selling and up-selling strategies.

3. Relationship Management

 Build and maintain strong, long-term client relationships to ensure satisfaction

and retention.

 Act as a trusted advisor, delivering tailored insurance solutions aligned with client

needs.

4. Market Research & Strategy

 Monitor industry trends, competitor offerings, and evolving client requirements.

 Collaborate with the sales team to design and execute strategic business

development plans.

5. Coordination & Compliance

 Partner with internal teams to ensure seamless onboarding, policy issuance, and

client servicing.

 Adhere to company policies, legal regulations, and industry standards.

6. Reporting

 Prepare and present regular sales reports, highlighting revenue progress and

client engagement metrics.

 

Key Requirements

 Experience: 3–5 years in business development, sales, or account management

within the insurance industry.

 Portfolio Management: Demonstrated success in managing client portfolios of

at least $1 million.

 Education: Bachelor’s degree in Business Administration, Finance, or related

field (preferred).

 Skills:

o Strong interpersonal and communication abilities.

o Proven track record of meeting and exceeding sales targets.

o Proficiency in CRM tools and MS Office Suite.

 Attributes: Self-motivated, customer-focused, and able to thrive in a competitive

sales environment.