Insurance Sales Advisor
Insureit
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Job summary
Insureit in Mumbai is seeking an Insurance Sales Advisor to work directly with clients, assess insurance needs, and recommend suitable products.
The candidate should hold a Bachelor's degree, IRDAI licence (or willingness to obtain one) and 1-3 years in insurance or financial services sales, with strong communication and interpersonal skills in English and Hindi. You will identify prospects, build relationships and help clients achieve protection and financial goals.
Qualifications
- Bachelor's degree in any discipline.
- IRDAI licence or willingness to obtain one.
- 1–3 years of experience in insurance or financial services sales.
- Strong communication and interpersonal skills.
- Proficiency in English and Hindi.
Responsibilities
- Identify and acquire new clients through referrals, leads and networking
- Conduct needs assessments to recommend suitable insurance products
- Maintain and grow relationships with existing policyholders
- Achieve monthly and quarterly sales targets
- Coordinate with operations and claims teams to ensure smooth service delivery
Skills
Education
Job description
We are looking for a driven Insurance Sales Advisor to join our growing sales team in Mumbai. You will work directly with clients to understand their insurance needs and recommend suitable products.
Identify and acquire new clients through referrals, leads and networking
Conduct needs assessments to recommend suitable insurance products
Maintain and grow relationships with existing policyholders
Achieve monthly and quarterly sales targets
Coordinate with operations and claims teams to ensure smooth service delivery
Bachelor's degree in any discipline
IRDAI licence (or willingness to obtain one)
1-3 years of experience in insurance or financial services sales
Strong communication and interpersonal skills
Proficiency in English and Hindi
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