Sales Role - BFSI (0-2 yrs)

Job Summary :

We are seeking an energetic and results-driven Insurance Sales Agent to join our growing team. As an Insurance Sales Agent, you will be responsible for building and maintaining a portfolio of clients, selling insurance products, and providing tailored advice to meet clients' needs. This role offers an excellent opportunity for individuals with a passion for sales, customer service, and a desire to build long-term client relationships.

Key Responsibilities :

- Actively prospect and generate new business opportunities through referrals, networking, and cold calling.

- Understand clients' insurance needs and recommend suitable coverage options (e.g., life, health, auto, home, term insurance).

- Develop and deliver tailored insurance solutions based on individual or business requirements.

- Build and maintain strong client relationships to ensure retention and satisfaction.

- Meet and exceed sales targets and KPIs.

- Assist clients with claims processing and provide ongoing support.

- Stay updated on industry trends, product updates, and regulatory changes to offer accurate advice.

- Manage administrative tasks, including preparing quotes, processing applications, and maintaining records in CRM systems.

- Provide excellent customer service by addressing client concerns in a timely and professional manner.

- Should be able to work from the Noida office for 6 days a week/24 days in a month.

Required Qualifications :

- Versant 3 and above with fluency in both English and Hindi

- Proven experience as an Insurance Sales Agent or in a similar sales role in the financial services or insurance industry.

- Comprehensive knowledge of insurance products (auto, home, life, etc.).

- Strong communication, negotiation, and interpersonal skills.

- Ability to work independently and as part of a team.

- Excellent problem-solving and decision-making abilities.

- High organizational and time management skills.

- Proven ability to build and nurture client relationships.

- Valid insurance license (as per local regulations).

Preferred Qualifications :

- Previous experience in B2B or B2C sales.

- Familiarity with the local insurance market.

- Proficiency in CRM software and sales tools.

- A bachelor's degree in business, finance, or a related field.

Compensation & Benefits :

- Competitive base salary with performance-based commissions.

- Comprehensive health insurance.

- Professional development opportunities..

- Rewards and recognition