Sales Executive

About the role

The Sales Executive will prospect and engage clients for life insurance solutions, delivering tailored proposals and closing sales remotely. The role supports existing customers and collaborates with internal teams to ensure smooth onboarding.

Key responsibilities

• Identify and engage prospective clients through virtual or phone consultations.
• Manage a sales pipeline, prepare proposals and follow up to close deals.
• Maintain accurate records in CRM tools and collaborate with internal teams for onboarding.
• Meet or exceed sales and customer service targets while adhering to compliance guidelines.

Required profile

• Strong sales and negotiation abilities with a goal‑oriented mindset.
• Excellent verbal and written communication, able to explain financial concepts clearly.
• Basic financial literacy and understanding of insurance products; prior experience in life insurance is a plus.
• Self‑motivated, organized and able to work independently in a remote environment.

Required skills

• Proficiency with CRM systems.
• Comfort using standard office software such as email, spreadsheets and presentations.
• Familiarity with remote work tools (video conferencing, collaboration platforms).