Insurance Sales Specialist
21 hours ago
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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