Financial Services Consultant

4 weeks ago


Gurgaon, Haryana, India Policybazaar Full time

About Us:

Policybazaar, India's largest insurance broker, is dedicated to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased solutions tailored to diverse needs.

We have established ourselves as a trusted name in insurance and financial protection, with a dominant market share of over 93% in the digital insurance aggregator space and annual premium collection exceeding ₹15,000 crore in FY24.

Our platform facilitates millions of insurance inquiries annually, featuring a wide range of products from over 50 insurance partners, covering health, life, motor, and corporate insurance solutions.

To date, we have issued over 44.3 million policies, protecting 9 million families against death, disease, and disability.

Job Overview:

We are seeking an Associate Sales Consultant to join our team, responsible for assisting customers in the sale of a range of financial products over the phone.

This role involves meeting productivity standards while working with speed and accuracy, as well as meeting and exceeding targets assigned periodically.

The ideal candidate will possess strong communication skills, be able to learn about products and services, and describe/explain them to prospects.

Main Responsibilities:

  1. Assist customers in the sale of a range of financial products over the phone.
  2. Meet productivity standards, working with speed and accuracy.
  3. Meet and exceed targets assigned periodically.
  4. Learn about products and services, describing/explaining them to prospects.
  5. Understand customer requirements, closing sales effectively.

ISMS Responsibilities:

  1. Aware and comply with ISMS Policy, procedures, and objectives.
  2. Actively participate in ISMS exercises.
  3. Request access to information from Team Leaders/ Executives.
  4. Report known and suspected security incidents to the IT Helpdesk.
  5. Protect secrecy of passwords, and information assets against compromise.

Estimated Salary: ₹2.55-4.20 LPA, dependent on experience and qualifications.



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