Client Advisor

Policybazaar; Bengaluru; On-site; INR 300,000 - 540,000; Full time

Benefits offered by this job

Unlimited incentives

Training & growth

Health insurance ₹2L

Job summary

Policybazaar in Bengaluru is seeking a sales executive to convert leads into policy sales through inbound and outbound calls, understanding customer insurance needs and recommending suitable policies.

The role involves contacting interested customers, explaining policy features and pricing, closing sales, and updating CRM with customer information and sales status. The position offers training, growth opportunities, and health insurance coverage.

Qualifications

• Excellent communication and persuasive abilities.
• Ability to work towards targets and maintain customer focus.

Responsibilities

• Call potential customers who showed interest in insurance products.
• Explain policy features, benefits, and pricing clearly.
• Understand customer requirements and close sales.
• Follow up with leads and achieve sales targets.
• Update customer details and sales status in CRM.

Skills

Strong communication

Convincing skills

Job description

Role Summary

Responsible for converting leads into sales through inbound and outbound calls by understanding customer insurance needs and recommending suitable policies.

Key Responsibilities

• Call potential customers who have shown interest in insurance products (100% leads will be from company)
• Explain policy features, benefits, and pricing clearly
• Understand customer requirements and close sales
• Follow up with leads and achieve sales targets
• Update customer details and sales status in CRM

Skills Required

• Strong communication and convincing skills
• Target-driven and customer-focused mindset

Benefits

• Salary + Unlimited incentives
• Training and growth opportunities
• Health insurance coverage upto 2L