Insurance Sales Specialist

6 days ago

bangalore, 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 confidence If you’ve handled clients through digital platforms, tele-advisory, CRM systems, or online insurance workflows, this role is a great fit. Key Responsibilities🔵 Sales & Advisory Handle end-to-end sales for General Insurance products Conduct detailed consultation calls & close leads efficiently Explain policies clearly and provide the right advisory 🟢 Client Servicing & Relationship Management Manage renewals, endorsements, and servicing requests Offer high-quality support during claims or emergencies Maintain consistent client communication and relationships 🟡 Claims Assistance Coordinate with insurers, surveyors, and underwriters Ensure smooth and timely claim settlement for clients 🔴 Training & Coordination Attend insurer product training sessions Stay updated on new policies and underwriting guidelines Maintain all client-related data in CRM/software Requirements ✔ 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 Jalgaon Why 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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