Insurance Sales Advisor

3 weeks ago

Pune, India Conscious Foundation Full time

We are looking for a motivated and customer-focused Insurance Sales Advisor to join our team. The role involves promoting and selling insurance products, building long-term client relationships, and providing professional guidance to ensure customers choose the best coverage for their needs.

Key Responsibilities

  • Identify and approach potential customers through networking, referrals, cold calling, and digital channels.
  • Understand clients' financial needs and recommend suitable insurance products (life, health, general, or other).
  • Explain policy details, benefits, coverage, exclusions, and terms clearly to customers.
  • Maintain relationships with existing clients, ensuring timely renewals and cross-selling additional policies.
  • Meet and exceed monthly/quarterly sales targets and KPIs.
  • Provide after-sales support, assist with claims, and resolve customer queries.
  • Keep updated with industry trends, new insurance products, and regulatory requirements.
  • Maintain accurate records of leads, sales, and customer interactions in CRM systems.

Required Skills & Qualifications

  • Bachelor's degree in Business, Finance, Marketing, or related field
  • Proven experience in sales (insurance/financial services experience is a plus).
  • Strong communication, negotiation, and interpersonal skills.
  • Ability to explain complex information clearly and build trust with clients.
  • Self-motivated, target-driven, and customer-oriented.
  • Basic computer proficiency (MS Office, CRM tools).

What We Offer

  • Attractive salary with performance-based incentives/commissions.
  • Training and professional development opportunities.
  • Growth opportunities within the organization.
  • Supportive team environment.

Job Type: Full-time

Pay: ₹21, ₹40,000.00 per month

Benefits:

  • Health insurance
  • Leave encashment
  • Paid sick time
  • Provident Fund

Ability to commute/relocate:

  • Pune, Maharashtra: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

  • Please share your salary and notice period

Language:

  • English (Required)

Work Location: In person

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