Insurance Sales Specialist

Finvestera; Maharashtra; On-site; INR 400,000 - 640,000; Full time

Benefits offered by this job

Fast career growth

Direct work with founders and professionals

Ethical work culture

Job summary

A growing insurance marketing firm in Maharashtra is seeking an Insurance Sales Specialist to lead sales efforts in online insurance advisory. This position requires a minimum of 3 years of experience in general insurance and expertise in client management and closing sales. Responsibilities include consulting with clients, managing renewals, and ensuring smooth claims settlements. Join a dynamic team focused on ethical practices and client-first culture with opportunities for career advancement.

Qualifications

• Minimum 3 years’ experience in General Insurance.
• Experience in online insurance advisory/sales.
• Strong product knowledge across various insurance types.
• Excellent communication and interpersonal skills.
• Ability to independently handle clients and claims.
• Willingness to work from Jalgaon.

Responsibilities

• Handle end-to-end sales for General Insurance products.
• Conduct detailed consultation calls and close leads.
• Manage renewals and servicing requests for clients.
• Coordinate with insurers during claims and servicing.
• Maintain client data in CRM/software.

Skills

Online insurance sales experience

Strong communication skills

Client relationship management

CRM software proficiency

Tools

CRM systems

Job description

Finvestera IMF Pvt. Ltd. is a fast‑growing Insurance Marketing Firm offering comprehensive general & life insurance advisory to MSMEs, startups, corporates, and individuals across India. As a licensed IMF, we believe in strong ethics, deep product knowledge, and a genuine customer‑first approach. We are expanding our team and looking for an Insurance Sales Specialist with strong experience in online insurance advisory and closing clients over call.

Who Should Apply

• Worked in online insurance sales (inbound/outbound advisory)
• Strong communication, presentation, and explanation skills
• Experience closing clients over voice/video calls
• Ability to guide customers with clarity and confidence

If you’ve handled clients through digital platforms, tele‑advisory, CRM systems, or online insurance workflows, this role is a great fit.

Key Responsibilities

• Sales & Advisory
  • Handle end‑to‑end sales for General Insurance products
  • Conduct detailed consultation calls & close leads efficiently
  • Explain policies clearly and provide the right advisory
• Client Servicing & Relationship Management
  • Manage renewals, endorsements, and servicing requests
  • Offer high‑quality support during claims or emergencies
  • Maintain consistent client communication and relationships
• Claims Assistance
  • Coordinate with insurers, surveyors, and underwriters
  • Ensure smooth and timely claim settlement for clients
• Training & Coordination
  • Attend insurer product training sessions
  • Stay updated on new policies and underwriting guidelines
  • Maintain all client‑related data in CRM/software

Requirements

• Minimum 3 years’ experience in General Insurance
• Must have worked in online insurance advisory/sales
• Strong product knowledge (Motor, Health, Fire, Commercial, Liability, PA, WC, etc.)
• Excellent communication & interpersonal skills
• Ability to independently handle clients and claims
• Willingness to work from Jalgaon

Why Join Us

• Be part of a rapidly growing insurance startup
• Work directly with founders & senior insurance professionals
• Opportunity to work across sales + advisory + service + claims
• Fast career growth with leadership potential
• Ethical, transparent, client‑first work culture

Employment Details

• Seniority level: Mid‑Senior level
• Employment type: Full‑time
• Job function: Sales and Business Development