Insurance Broker

Talent Corner Hr Services

Thane, Delhi

On-site

INR 250,000 - 500,000

Full time

9 days ago
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Job summary

Talent Corner Hr Services in Thane is seeking a dynamic Insurance Sales professional to drive lead generation and recommend suitable insurance solutions. You will explain policy details, maintain client follow-ups, and coordinate with insurers for quotations and servicing.

The role emphasizes building long-term relationships for renewals and cross-selling, with a focus on meeting monthly, quarterly, and annual targets. Freshers with sales aptitude are welcome, with experience in BFSI a plus.

Qualifications

  • Bachelor's degree in any discipline preferred.
  • Experience in insurance, BFSI, or direct sales is an advantage.
  • Freshers with strong sales aptitude may also apply.

Responsibilities

  • Generate leads through calls, referrals, field visits, networking, and digital channels.
  • Understand customer requirements and recommend suitable insurance solutions.
  • Explain policy features, benefits, exclusions, and premium details clearly.
  • Achieve monthly/quarterly & annual sales targets.
  • Maintain regular follow-ups with prospective and existing clients.
  • Assist customers with documentation and policy issuance processes.
  • Coordinate with insurance companies for quotations and policy servicing.
  • Build long-term customer relationships for renewals and cross-selling.
  • Maintain accurate records of sales activities in CRM/software.

Skills

Lead generation
Sales
CRM
Cold calling
Relationship building

Education

Bachelors degree

Tools

CRM Software

Job description

Role & responsibilities
  • Generate leads through calls, referrals, field visits, networking, and digital channels.
  • Understand customer requirements and recommend suitable insurance solutions.
  • Explain policy features, benefits, exclusions, and premium details clearly.
  • Achieve monthly/quarterly & annual sales targets.
  • Maintain regular follow-ups with prospective and existing clients.
  • Assist customers with documentation and policy issuance processes.
  • Coordinate with insurance companies for quotations and policy servicing.
  • Build long-term customer relationships for renewals and cross-selling.
  • Maintain accurate records of sales activities in CRM/software.

Stay updated on insurance products, market trends, and regulatory guidelines

Preferred candidate profile
  • Bachelors degree in any discipline preferred.
  • Experience in insurance, banking, financial services, or direct sales is an advantage.
  • Freshers with strong sales aptitude may also apply.
  • 03 years in insurance sales, BFSI sales, or direct selling.
  • Experience of 1-2 years is preferable.
  • Experience in cold calling and field sales is a plus.
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