Relationship Manger - Insurance (Direct Channel)

Fouress Finserv Llp; Chennai; On-site; INR 250,000 - 450,000; Full time

Benefits offered by this job

Best-in-industry compensation

Attractive performance-based sales 202

Job summary

Fouress Finserv Llp is seeking a field-oriented insurance sales professional in Chennai. You will generate leads, acquire individual customers, and tailor solutions across life, health, and general insurance.

The role emphasizes building lasting customer relationships and meeting sales targets through direct engagement. The ideal candidate has 1–3 years in B2C sales, experience with an insurance broking firm, and strong communication and negotiation abilities.

Qualifications

• Prior experience working with an Insurance Broking Firm is mandatory.
• 1-3 years of experience in B2C sales, preferably in Life Insurance, Health Insurance or General Insurance.
• Candidates with experience in direct sales, field sales and individual customer acquisition are mandatory.
• Strong communication, convincing and negotiation skills.
• Passion for sales and customer relationship management.
• Self-motivated, target-driven and result-oriented.
• Comfortable with field visits and meeting customers.
• Graduation is mandatory.

Responsibilities

• Generate new business leads through references, networking, cold calling and field sales activities.
• Identify, approach and acquire individual customers (B2C) for insurance products.
• Meet prospective and existing customers to understand their financial protection and insurance requirements.
• Promote and sell Life Insurance, Health Insurance and General Insurance products directly to individual customers.
• Build and maintain strong, long-term customer relationships.
• Conduct face-to-face customer meetings and follow up on sales opportunities.
• Provide post-sales service, policy assistance and periodic portfolio reviews.
• Achieve monthly and quarterly sales targets.
• Cross-sell and upsell insurance and other financial products to existing customers.
• Maintain accurate records of customer interactions, sales activities and transactions.

Skills

Strong communication

Negotiation skills

Convincing skills

Self-motivated

Target-driven

Field sales

Customer relationship management

Education

Graduation

Job description

Role & responsibilities

• Generate new business leads through references, networking, cold calling and field sales activities.


• Identify, approach and acquire individual customers (B2C) for insurance products.


• Meet prospective and existing customers to understand their financial protection and insurance requirements.


• Promote and sell Life Insurance, Health Insurance and General Insurance products directly to individual customers.


• Build and maintain strong, long-term customer relationships.


• Conduct face-to-face customer meetings and follow up on sales opportunities.


• Provide post-sales service, policy assistance and periodic portfolio reviews.


• Achieve monthly and quarterly sales targets.


• Cross-sell and upsell insurance and other financial products to existing customers.


• Maintain accurate records of customer interactions, sales activities and transactions.

Preferred candidate profile

• Prior experience working with an Insurance Broking Firm is mandatory.


• 1-3 years of experience in B2C sales, preferably in Life Insurance, Health Insurance or General Insurance.


• Candidates with experience in direct sales, field sales and individual customer acquisition are mandatory.


• Strong communication, convincing and negotiation skills.


• Passion for sales and customer relationship management.


• Self-motivated, target-driven and result-oriented.


• Comfortable with field visits and meeting customers.


• Graduation is mandatory.


• Preferred age group: 2535 years.


• Candidates residing in Chennai and willing to travel to Adyar.

Perks & Benefits

• Best-in-industry compensation.


• Attractive performance-based sales incentives