Insurance Sales Advisor

5 days ago

Pune Maharashtra, 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.

Pay: ₹21,000.00 - ₹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

**Speak with the employer**
+91 9887380087

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