Insurance Sales Specialist

14 hours ago


Anand, India Finvestera Full time

Finvestera IMF Pvt. Ltd. is a fast-growing Insurance Marketing Firm offering comprehensive general & life insurance advisory to MSMEs, startups, corporates, and individuals across India.As a licensed IMF, we believe in strong ethics, deep product knowledge, and a genuine customer-first approach.We are expanding our team and looking for an Insurance Sales Specialist with strong experience in online insurance advisory and closing clients over call.⭐ Who Should Apply?We are looking for candidates who have:✔ Worked in online insurance sales (inbound/outbound advisory)✔ Strong communication, presentation, and explanation skills✔ Experience closing clients over voice/video calls✔ Ability to guide customers with clarity and confidenceIf you’ve handled clients through digital platforms, tele-advisory, CRM systems, or online insurance workflows, this role is a great fit.Key Responsibilities🔵 Sales & AdvisoryHandle end-to-end sales for General Insurance productsConduct detailed consultation calls & close leads efficientlyExplain policies clearly and provide the right advisory🟢 Client Servicing & Relationship ManagementManage renewals, endorsements, and servicing requestsOffer high-quality support during claims or emergenciesMaintain consistent client communication and relationships🟡 Claims AssistanceCoordinate with insurers, surveyors, and underwritersEnsure smooth and timely claim settlement for clients🔴 Training & CoordinationAttend insurer product training sessionsStay updated on new policies and underwriting guidelinesMaintain all client-related data in CRM/softwareRequirements✔ Minimum 3 years’ experience in General Insurance✔ Must have worked in online insurance advisory/sales✔ Strong product knowledge (Motor, Health, Fire, Commercial, Liability, PA, WC, etc.)✔ Excellent communication & interpersonal skills✔ Ability to independently handle clients and claims✔ Willingness to work from JalgaonWhy Join Us?🌟 Be part of a rapidly growing insurance startup🌟 Work directly with founders & senior insurance professionals🌟 Opportunity to work across sales + advisory + service + claims🌟 Fast career growth with leadership potential🌟 Ethical, transparent, client-first work culture



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