Insurance Sales Representative

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.