Insurance Sales Representative

2 days ago

Pune, Maharashtra, India Team Vertex Cosmos Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  • Reach out to potential customers via outbound calls to promote and sell insurance products across Life, Health, and Motor categories.
  • Insurance sales are structured under multiple Lines of Business (LOBs); candidates will be assigned to a specific LOB based on their previous sales experience.
  • Understand customer needs and recommend suitable insurance products tailored to individual requirements.
  • Confidently explain policy features, benefits, premium structures, and terms to help customers make informed decisions.
  • Handle customer queries and objections effectively to ensure successful conversions.
  • Consistently meet or exceed sales targets and contribute to the overall success of the assigned LOB.
  • Maintain accurate records of customer interactions, lead status, and sales closures in the CRM system.
  • Ensure strict adherence to IRDAI guidelines and company compliance standards.
  • Stay updated on product knowledge, competitor offerings, and regulatory changes within the insurance industry.
  • Foster long-term customer relationships to drive renewals, cross-selling opportunities, and referrals.

Preferred candidate profile

  • Minimum 1 year of experience in direct or telesales of insurance products (Life, Health, or Motor).
  • Candidates with experience in any one Line of Business (LOB) will be aligned accordingly.
  • Strong understanding of insurance products, regulatory compliance, and customer needs.
  • Excellent communication and negotiation skills in Hindi and English.
  • Proven ability to meet sales targets in a fast-paced, performance-driven environment.
  • Confident in handling objections and closing sales over the phone.
  • Familiarity with CRM tools and digital sales platforms is preferred.
  • Self-motivated, goal-oriented, and capable of working independently.
  • Currently residing in Pune or willing to relocate on short notice.
  • Immediate joiners or candidates with short notice periods will be given preference.

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