Sales/Services Associate - Health Insurance

About this role

Role Overview:

The Sales Executive / Sr. Sales Executive will be responsible for driving sales of insurance products. The ideal candidate will be adept at converting leads, understanding customer needs, and generating insights that help refine lead quality and sales strategies.

Key Responsibilities

Generate and convert sales leads for insurance products. Maintain an in-depth understanding of product features, benefits, and policy terms across multiple insurers. Identify potential customers through cold calling, referrals, or digital leads through calls provided by the organisation.

• Engage with customers to understand their insurance requirements and recommend the best-fit products.
• Achieve daily, weekly, and monthly sales targets.
• Provide regular feedback on lead quality, conversion ratios, and customer sentiment to improve overall sales efficiency.
• Prepare and maintain sales reports, pipeline updates, and conversion data in CRM tools.
• Stay updated on industry trends, new insurance products, and regulatory changes.
• Key Skills & Competencies:
• Strong communication, negotiation, and persuasion skills.
• Customer-first mindset with an ability to build rapport quickly.
• Analytical thinking to generate insights from lead and sales data.
• Ability to work independently as well as in a team-based environment.
• Good command of spoken and written English and Hindi.
• Basic proficiency in MS Excel, Google Sheets, and CRM software.
• Qualification & Experience Graduation (any stream) -
• MBA or relevant certification in insurance/sales is a plus.
• months - 2 years of experience in insurance sales. • • IRDA certification preferred.

What We Offer

• Attractive compensation structure with performance-based incentives.
• Opportunity to work with one of the most trusted financial technology brands in India.
• Growth-oriented environment with training and advancement opportunities.
• Exposure to a wide network of digital distribution channels.