Inside Sales Manager

2 days ago


India Unique Wealth Strategies Full time

Job Summary: - Inside Sales Manager

Visit our Website: www.uniquewealthstrategies.com


Inside Sales Manager will provide dedicated support for the wealth management and insurance products of the company by managing all aspects of the client coordination, implementation, application, underwriting and service processes. This role further involves gathering and tracking necessary information on liabilities, cash flow, insurance coverage, tax status, and financial objectives of clients / customer and managing regular communication and coordinating for meetings and follow ups. Additionally, the specialist will prospect within the existing book of business, assist in setting up client meetings, and handle overall service requests.

liabilities, cash flow, insurance coverage, tax status, and financial objectives.


Role And Responsibilities


Application Management

• Gather required financial and medical information.

•Take applications through underwriting, ensuring completion of all paperwork and requirements.

• Maintain and follow up on production log to track applications and underwriting status.

Client Prospecting and Engagement

  • Project management portfolios with a focus on client / customer coordination and satisfaction
  • Setting up client meetings, follow ups, handle ongoing meeting coordination and provide the best-in-class service
  • Prepare illustrations for policy reviews, presentations and sales.

Service and Account Management

Timely premium payments and follow up coordination on any service requests.

• Follow up and collaborate with insurance companies and clients to complete any requested policy changes.

• Utilize online portals, phone and in person follow-ups to track and resolve service inquiries.

Daily Deliverable

  • Coordinate and follow up sales meetings with current and potential prospects.
  • Respond to client inquiries regarding existing policies or service requests.
  • Follow up on premium payments and address any issues as they arise.
  • Process all applications received and ensure required documents are collected.



  • india Inside Dynamics Full time

    Inside Dynamics - Remote Sales Intern (3-Month Internship Stipend: ₹2,500 for 4 Hours/Day) Are you passionate about design and technology? Do you want to be part of a dynamic agency that creates cutting-edge UI/UX, brand design, and web development solutions—all from the comfort of your own home? Inside Dynamics is looking for a driven Remote Sales...


  • India Inside Dynamics Full time

    Inside Dynamics - Remote Sales Intern (3-Month Internship Stipend: ₹2,500 for 4 Hours/Day) Are you passionate about design and technology? Do you want to be part of a dynamic agency that creates cutting-edge UI/UX, brand design, and web development solutions—all from the comfort of your own home? Inside Dynamics is looking for a driven Remote Sales...


  • India Inside Dynamics Full time

    Inside Dynamics - Remote Sales Intern (3-Month Internship Stipend: ₹2,500 for 4 Hours/Day)Are you passionate about design and technology? Do you want to be part of a dynamic agency that creates cutting-edge UI/UX, brand design, and web development solutions—all from the comfort of your own home? Inside Dynamics is looking for a driven Remote Sales Intern...


  • India Inside Dynamics Full time

    Inside Dynamics - Remote Sales Intern (3-Month Internship Stipend: ₹2,500 for 4 Hours/Day) Are you passionate about design and technology? Do you want to be part of a dynamic agency that creates cutting-edge UI/UX, brand design, and web development solutions—all from the comfort of your own home? Inside Dynamics is looking for a driven Remote Sales...

  • Inside Sales Manager

    2 months ago


    india TEK NINJAS Full time

    Job Title: Inside Sales Representative - Power PlatformJob Summary:We are seeking an Inside Sales Representative to join our dynamic sales team. This role involves using Microsoft Power Platform tools to drive sales efforts, improve customer engagement, and streamline internal processes. You will play a crucial role in identifying opportunities, managing...

  • Inside Sales Manager

    3 weeks ago


    India Edumilestones.com Full time

    Role: Inside Sales Manager - (Channel partnership & Program Sales) We are seeking an experienced Inside Sales Manager to lead our channel acquisition efforts and drive program sales. The ideal candidate will be a strategic thinker with a proven track record in building and managing successful inside sales teams. This role involves developing and...

  • Inside Sales Manager

    2 months ago


    India TEK NINJAS Full time

    Job Title: Inside Sales Representative - Power Platform Job Summary: We are seeking an Inside Sales Representative to join our dynamic sales team. This role involves using Microsoft Power Platform tools to drive sales efforts, improve customer engagement, and streamline internal processes. You will play a crucial role in identifying opportunities, managing...

  • Inside sales manager

    1 month ago


    India TEK NINJAS Full time

    Job Title: Inside Sales Representative - Power Platform Job Summary: We are seeking an Inside Sales Representative to join our dynamic sales team. This role involves using Microsoft Power Platform tools to drive sales efforts, improve customer engagement, and streamline internal processes. You will play a crucial role in identifying opportunities, managing...


  • India HubCredo Full time

    Job Title: Inside Sales ManagerLocation: RemoteSalary Range: 4 LPA-10 LPAAbout Us:Hubcredo is a fast-growing B2B sales and marketing agency helping companies in the US build sales funnel  and book qualified potential client meetings through outbound strategies. Our team comes with strong B2B sales background, with founders who've worked with leading...


  • India HubCredo Full time

    Job Title : Inside Sales Manager Location : Remote Salary Range: 4 LPA-10 LPA About Us: Hubcredo is a fast-growing B2B sales and marketing agency helping companies in the US build sales funnel  and book qualified potential client meetings through outbound strategies. Our team comes with strong B2B sales background, with founders who've worked with...


  • India HubCredo Full time

    Job Title : Inside Sales Manager Location : Remote Salary Range: 4 LPA-10 LPA About Us: Hubcredo is a fast-growing B2B sales and marketing agency helping companies in the US build sales funnel and book qualified potential client meetings through outbound strategies. Our team comes with strong B2B sales background, with founders who've...

  • Inside Sales Manager

    2 months ago


    india TEK NINJAS Full time

    Job Title: Inside Sales Representative - Power Platform Job Summary: We are seeking an Inside Sales Representative to join our dynamic sales team. This role involves using Microsoft Power Platform tools to drive sales efforts, improve customer engagement, and streamline internal processes. You will play a crucial role in identifying opportunities, managing...

  • Inside Sales Manager

    2 months ago


    India TEK NINJAS Full time

    Job Title: Inside Sales Representative - Power PlatformJob Summary:We are seeking an Inside Sales Representative to join our dynamic sales team. This role involves using Microsoft Power Platform tools to drive sales efforts, improve customer engagement, and streamline internal processes. You will play a crucial role in identifying opportunities, managing...

  • Inside Sales Manager

    2 months ago


    India TEK NINJAS Full time

    Job Title: Inside Sales Representative - Power Platform Job Summary: We are seeking an Inside Sales Representative to join our dynamic sales team. This role involves using Microsoft Power Platform tools to drive sales efforts, improve customer engagement, and streamline internal processes. You will play a crucial role in identifying opportunities, managing...

  • Inside Sales Manager

    2 weeks ago


    India EvueMe Selection Robot Full time

    Company Description EvueMe AI Recruiter is the world’s first Digital-Human AI Recruiter, revolutionizing the hiring process by making AI work seamlessly for organizations. Our platform leverages cutting-edge technologies, including Computer Vision, Natural Language Processing (NLP), and Advanced AI, to transform and optimize recruitment. We conduct...

  • Inside Sales Manager

    2 weeks ago


    India EvueMe Selection Robot Full time

    Company Description EvueMe AI Recruiter is the world’s first Digital-Human AI Recruiter, revolutionizing the hiring process by making AI work seamlessly for organizations. Our platform leverages cutting-edge technologies, including Computer Vision, Natural Language Processing (NLP), and Advanced AI, to transform and optimize recruitment. We conduct...


  • India Unique Wealth Strategies Full time

    Job Summary: - Inside Sales Manager Visit our Website: Inside Sales Manager will provide dedicated support for the wealth management and insurance products of the company by managing all aspects of the client coordination, implementation, application, underwriting and service processes. This role further involves gathering and tracking necessary...


  • India Breathe Well-being Full time

    About Us: We are helping 70 M Indians to prevent, manage and reverse Type 2 Diabetes. Through our clinically verified digital well-being program, we help people with Type 2 Diabetes to reduce blood glucose, lose weight and stop medications in a fun and engaging way. We have a coach-led community-first approach which we combine with game design to deliver...


  • India HDL Consultants Full time

    Company Description We suggest you enter details here. Role Description This is a full-time remote role for an Inside Sales Representative at HDL Consultants. The Inside Sales Representative will be responsible for customer satisfaction, lead generation, account management, and providing excellent customer service on a day-to-day basis. ...


  • India Onsite Full time

    Company Description Onsite is a platform for construction site management, aiming to be the world's largest in the industry. The Onsite mobile app assists construction companies and contractors in managing project resources and spends efficiently. Key features of the app include Task Management, Labor and Raw Material tracking, Site Expense tracking, Design...