Sales Associate

Ideal Insurance Brokers Pvt. Ltd.; Bengaluru; Sur place; INR 320 000 - 460 000; Plein temps

Résumé du poste

Ideal Insurance Brokers Pvt. Ltd. in Bengaluru is seeking a Sales Associate for an on-site role to engage clients and understand their insurance needs.

You will recommend life and general insurance products, generate leads, conduct meetings, and support policy issuance and renewals. The role emphasizes accurate record-keeping, timely follow-ups, and meeting sales targets while collaborating with internal teams and partners to ensure a smooth client experience.

Qualifications

• Experience in insurance sales or customer-facing roles preferred.
• Proficient in English; local languages an advantage.
• Ability to generate leads and close deals.
• Familiar with CRM and office software for documentation and reporting.

Responsabilités

• Generate leads and drive new business.
• Conduct client meetings to assess insurance needs.
• Prepare proposals and assist with policy issuance and renewals.
• Maintain accurate records of client interactions and follow up on inquiries.
• Achieve assigned sales targets in line with company guidelines.
• Collaborate with internal teams and insurance partners to ensure a smooth client experience.

Connaissances

Lead generation

Negotiation

Client relationship management

English communication

Formation

Bachelor's degree in Business/Commerce/Finance

Outils

CRM software

Description du poste

Company Description Ideal Insurance Brokers Pvt. Ltd. is one of the few organizations in India granted an Insurance Broking License by the Insurance Regulatory and Development Authority of India (IRDA). The company operates as a Knowledge Process Outsourcing (KPO) firm, specializing in Insurance Portfolio Management services for a diverse client base. As a direct broker, Ideal Insurance is authorized to work with life and general insurance products from all insurance companies in India, offering comprehensive coverage options. The organization is promoted and managed by a highly qualified and experienced team of professionals, making it one of the fastest-growing players in the insurance industry. Team members are equipped with specialized skills to deliver holistic risk management solutions for clients’ assets and liabilities.

Role Description This is a full-time, on-site Sales Associate role based in Bengaluru. The Sales Associate will engage with prospective and existing clients to understand their insurance needs and recommend appropriate life and general insurance products. Responsibilities include generating leads, conducting client meetings, preparing proposals, and assisting with policy issuance and renewals. The role involves maintaining accurate records of client interactions, following up on inquiries, and achieving assigned sales targets in alignment with company guidelines. The Sales Associate will collaborate closely with internal teams and insurance partners to ensure a smooth client experience and timely resolution of queries.

Qualifications

• Strong sales and client relationship skills, including lead generation, negotiation, and closing deals.
• Knowledge of life and general insurance products, with the ability to explain coverage options and policy terms clearly.
• Effective communication and interpersonal skills, with proficiency in spoken and written English; additional local languages are an advantage.
• Basic analytical and problem-solving abilities to assess client requirements and suggest suitable risk management solutions.
• Comfort with using computers, CRM tools, and office software for documentation and reporting.
• Ability to work in a structured, target-driven environment and collaborate with cross-functional teams.
• Prior experience in insurance sales, financial services, or customer-facing roles is preferred but not mandatory.
• Relevant educational background in business, commerce, finance, or a related field is beneficial.