Sales Executive - Life Insurance

About the role

Union Assurance PLC, a licensed and regulated life insurance provider under the Insurance Regulatory Commission of Sri Lanka, is hiring a full-time, on-site Sales Executive based in Thalawathugoda. The Sales Executive identifies and engages prospective customers, presents life insurance solutions and explains products, benefits and policy terms clearly.

Key responsibilities

• Build and maintain strong customer relationships and manage a sales pipeline.
• Conduct customer needs assessments, prepare proposals and support customers through onboarding and policy servicing.
• Identify and engage prospective customers and present life insurance solutions.
• Participate in promotional activities and collaborate with internal teams.
• Maintain accurate records and reports in line with regulatory and company standards.
• Achieve individual and team sales targets in line with company objectives.

Required profile

• Strong sales and negotiation abilities, with a proven capacity to understand customer needs and recommend suitable insurance solutions.
• Excellent interpersonal and communication skills, able to explain complex information clearly and build trust with diverse customers.
• Good organisational and time management skills to handle multiple leads, follow-ups and documentation.
• Customer-focused mindset, resilience in working toward targets and a proactive, self-motivated approach to generating new business.
• Ability to work on-site in Sri Jayawardenepura Kotte and comply with regulatory and company policies.
• Secondary education completion required; a diploma or degree in business, marketing, finance or a related field is beneficial.
• Prior experience in insurance, financial services or sales is an advantage but not mandatory.

Required skills

• Basic proficiency with digital tools and CRM or sales tracking systems to manage customer information and sales activities.