Job
Description
This role is for one of our clients Industry: Sales Seniority level: Associate level Min Experience: 2 years Location :Ahmedabad, Gandhinagar, Rajkot, JobType: full-time About The Role We are looking for a high-energy, solution-oriented Insurance Advisor to help individuals and families secure their financial future through customized insurance solutions. In this role, you’ll act as a trusted guide, helping clients navigate the complexities of health , life , and general insurance . Your success will be measured not just in sales, but in the long-lasting trust you build with clients through your expertise, integrity, and proactive approach. What You’ll Do 🧭 Client Discovery & Consultation Engage with new and existing clients to assess their needs, goals, and risks. Recommend tailored insurance solutions that align with life stages, financial aspirations, and regulatory requirements. 📞 Sales Execution Drive business growth by converting leads into policies across all insurance verticals—health, life, motor, travel, and home. Conduct in-depth product presentations and virtual/in-person consultations. Follow up on leads and referrals generated through digital campaigns, partnerships, or field networking. 📑 Policy Guidance & Customization Educate customers on policy details including coverage benefits, exclusions, premium breakdowns, and claims processes. Assist with documentation, onboarding, and policy issuance to ensure a seamless buying experience. 📈 Performance & Pipeline Management Meet or exceed monthly and quarterly sales goals while maintaining quality benchmarks. Maintain accurate records of client interactions, follow-ups, conversions, and renewals using CRM tools. 🤝 Post-Sale Engagement Serve as a point of contact for clients regarding renewals, endorsements, and claims assistance. Collaborate with underwriting, operations, and claims teams to ensure top-notch service delivery. 🧠 Continuous Learning & Industry Insight Stay current on evolving insurance regulations, policy updates, and market trends. Attend product trainings, sales workshops, and team meetings to sharpen skills and stay competitive. What You Bring ✅ Experience & Credentials 2–5 years of experience in insurance sales, preferably with exposure to multiple policy types. IRDAI license (mandatory) or willingness to acquire one prior to joining. 🔑 Core Competencies Strong consultative sales skills with a deep understanding of client lifecycle needs. Excellent communication, negotiation, and active listening skills. Resilient, target-driven, and adaptable to changing market conditions. Familiarity with digital tools (CRM, video conferencing, lead management systems). 🎓 Preferred Qualifications Bachelor’s degree in Business, Marketing, Finance, or a related field is an advantage. Knowledge of risk management principles and financial planning tools is a bonus. Show more Show less
