Insurance Sales Executive
Job Description
Key Responsibilities
Contact prospective customers through assigned leads (inbound / outbound calling) and explain insurance products clearly
Understand customer requirements and recommend the most suitable Health, Motor, or Life Insurance plans
Achieve daily, weekly, and monthly sales targets as set by the team leader
Maintain accurate records of customer interactions, follow-ups, and policy conversions in the CRM system
Handle customer objections effectively and build trust through product knowledge and honest communication
Coordinate with the operations team to ensure smooth policy issuance and documentation
Follow up with prospects who have shown interest but have not yet converted
Stay updated on RGL's insurance product portfolio, pricing, and competitor offerings
Attend daily team briefings, training sessions, and performance review meetings
Products You Will Sell
Health Insurance
– Individual health plans, family floater plans, top-up policies
– Mediclaim, critical illness, OPD covers
Motor Insurance
– Two-wheeler and four-wheeler insurance (Third-party + Comprehensive)
– Policy renewal, add-on covers, zero depreciation
Life Insurance
– Term life, endowment, ULIP, and savings-linked plans
– Pure protection and investment-cum-insurance products
Required Skills & Competencies
Good verbal communication in English
Confident, persuasive, and customer-friendly approach
Basic understanding of insurance concepts (training will be provided)
Target-oriented mindset with self-motivation
Basic computer / smartphone literacy for CRM data entry
Ability to handle rejection positively and persist with follow-ups
Punctual, disciplined, and team-player attitude
Eligibility Criteria
Qualification -Minimum 12th Pass (HSC) — Any Stream / Board
Experience - Fresher and experience both can apply
Location
Thane, Mumbai — Candidates residing locally preferred
Preferred Background (Good to Have)
Prior experience in insurance / banking / NBFC / tele-sales
Knowledge of insurance products like HDFC Ergo, Star Health, LIC, ICICI Lombard, etc.
IRDAI certification (IC38) — candidates with this will be preferred
Local knowledge of Thane / Navi Mumbai area for field-based roles
6 days working - Monday to Saturday
Shift Timing -9:30 AM – 6:30 PM
What We Offer
Fixed salary from Day 1 — no probation salary cuts
Attractive incentives and monthly performance bonuses — uncapped earning potential
Complete product training provided — no prior insurance knowledge needed for freshers
Fast-track growth — top performers promoted to Team L
Friendly, energetic team environment with daily motivation and recognition
How to Apply
Send your updated CV to: [email protected] or Whats app us @ +917719032229
Subject Line: Application – RGL Insurance Sales – Thane Mumbai
Vertex HR Solution — A Venture by Divija Groups Durg, Chhattisgarh
Pay: ₹16,000.00 - ₹25,000.00 per month
Benefits:
Provident Fund
Work Location: In person
