Sales Insurance Specialist - Wealth Management | CTC : Up To 9 LPA

We are hiring an experienced Life Insurance Sales professional to drive business from an existing customer base of a reputed financial services organization. The role focuses on life insurance sales, cross-selling, renewals, and portfolio management while working closely with internal sales and advisory teams.

This is an individual contributor role requiring strong sales ownership, relationship management skills, and deep product understanding.

Key Responsibilities

Sales & Business Development

• Drive Life Insurance sales from existing customers through effective cross-sell and upsell strategies
• Execute sales plans aligned with business targets and revenue goals
• Build a consistent pipeline to ensure regular conversions
  

Customer Portfolio Management

• Engage with existing clients to identify insurance gaps and recommend suitable solutions
• Strengthen long-term customer relationships to improve retention and repeat business
  

Renewal & Retention Management

• Proactively manage policy renewals and ensure timely closures
• Share renewal quotations, benefits, and updated product features with customers
• Reduce policy lapsation and maintain high renewal ratios
  

Coordination & Stakeholder Management

• Work closely with internal sales, advisory, and distribution teams
• Support business through referrals, internal leads, and relationship-based selling
  

Compliance & Reporting

• Ensure adherence to IRDAI regulations and internal SOPs
• Maintain proper documentation including KYC, proposals, and CRM updates
• Track performance metrics such as revenue, conversion ratio, and productivity
  

Candidate Profile

Education

• Graduate in any discipline
• IRDAI / NISM certification preferred
  

Experience

• 5 - 10 years of experience in Life Insurance sales
• Strong exposure to existing customer portfolio handling
• Experience in cross-selling, renewals, or banca / broking / wealth-linked insurance sales preferred
  

Skills Required

• Strong relationship management and customer engagement skills
• Proven ability in cross-selling and renewal management
• Excellent communication and negotiation skills
• Analytical mindset with sales performance tracking ability
• Comfortable working independently as an individual contributor
  

Why Apply

• Opportunity to work with a strong existing customer base
• Stable role with high renewal and repeat business potential
• Attractive incentives linked to performance
• Long-term career growth in insurance sales and portfolio management

For more information:

Komal B.| HR Team

Phone/WhatsApp: +91

Email : Komal@Tekpillar.com