Insurance Sales Executive Jobs For Freshers - Pune

Money Lancer Investment Pvt. Ltd.

0 - 3 Years
1 Openings
Not Disclosed
Posted 3 days ago
Telephonic interview
Pune

Key Skills

Professional Communication Insurance Sales CRM Sales MS Office Analysis Sales Target Target Achievement

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Job Description

Job Role:

• Identify and engage potential clients for loans and insurance.

• Assess customer financial needs and recommend suitable products.

• Build and maintain strong relationships with individual and corporate clients.

• Collaborate with banks and financial institutions to facilitate loan processing.

• Guide clients through the loan and insurance application process, ensuring all documentation is complete and compliant.

• Achieve monthly sales targets and contribute to company growth.

• Stay updated with market trends, financial products, and competitors’ offerings.

• Provide post-sales support and maintain high levels of customer satisfaction.

Key Skills:

• Strong knowledge of loans, insurance, and financial planning.

• Good communication skills

• Ability to analyze financial documents and assess clients.

• Proven track record in sales and achieving targets

• Customer-centric approach with problem-solving skills

• Proficiency in MS Office & CRM tools

Experience
0 - 3 Years
No. of Openings
1
Education
B.B.A, B.Com, Any Bachelor Degree, M.B.A/PGDM, M.Com
Role
Insurance Sales Associate
Industry Type
Insurance / Claims
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office

About Money Lancer Investment Pvt. Ltd.

We are a group Of seasoned and devoted professionals. At our company, we recognize that each clienes financial situation is distinct, which is why we treat each one of them on an individual basis. Our team of professionals collaborates Closely with customers to develop tailored investment goal that takes into consideration each persons needs, priorities, end level of risk
tolerance, as a result Of Which the returns are maximized.