Salesperson

Edelweiss Life Insurance; Ahmedabad District; On-site; INR 300,000 - 540,000; Full time

Job summary

Edelweiss Life Insurance in Ahmedabad is seeking a proactive Salesperson to engage with prospective and existing customers, understand their needs, and recommend suitable life insurance solutions.

You will generate leads, conduct meetings, explain features, assist with applications, and ensure timely policy issuance while maintaining regulatory compliance and delivering excellent service.

Qualifications

• Strong customer relationship and communication skills.
• Sales and negotiation skills, with experience in meeting targets, handling objections, and closing opportunities in financial services or a related domain.
• Basic knowledge of life insurance or financial products, with the ability to learn product features, regulatory requirements, and market trends quickly.
• Organizational and time management skills, including maintaining accurate records, managing follow-ups, and prioritizing multiple client interactions.
• Comfort working in an on-site, field-oriented environment in Ahmedabad, with readiness to travel locally for client meetings and events as needed.
• Proficiency in using common digital tools (CRM systems, email, presentations, spreadsheets) to manage leads and prepare customer proposals.
• Minimum educational qualification: bachelor’s degree; a background in business, commerce, or finance is an advantage.
• Prior experience in insurance, banking, or financial advisory is preferred but not mandatory; a strong drive to learn and grow in a sales career is essential.

Responsibilities

• Generate leads and conduct client meetings with prospective and existing customers.
• Explain product features and benefits and tailor solutions to customers’ needs.
• Assist customers with applications and documentation to complete policy issuance.
• Follow up on proposals and ensure timely policy issuance and service support.
• Collaborate with internal teams, track sales targets, and participate in local marketing initiatives, while upholding regulatory and company compliance standards.

Skills

Customer relationship

Communication

Sales skills

Negotiation

Time management

CRM tools

Education

Bachelor's degree

Tools

CRM systems

Job description

Company Description

Edelweiss Life Insurance, formerly Edelweiss Tokio Life Insurance, is a nationwide life insurance provider that began operations in July 2011 with a strong focus on protecting people’s dreams and aspirations. The company emphasizes innovation, simplicity, and a modern approach to life insurance that aligns with the expectations of today’s customers. It offers need-based and innovative solutions designed to help customers live their “#zindagiunlimited” by addressing diverse protection and financial planning goals. With a customer-centric mindset, Edelweiss Life Insurance operates through multiple distribution channels to effectively serve individuals and families across the country. Team members join a growing organization committed to meaningful impact, long‑term relationships, and continuous improvement.

Role Description

This is a full-time, on-site Salesperson role based in Ahmedabad. The Salesperson will engage with prospective and existing customers to understand their needs and recommend appropriate life insurance solutions. Day-to-day activities include generating leads, conducting client meetings, explaining product features and benefits, and assisting customers with applications and documentation. The role involves maintaining regular contact with clients, following up on proposals, and ensuring timely policy issuance and service support. The Salesperson will collaborate with internal teams, track sales targets, participate in local marketing initiatives, and uphold regulatory and company compliance standards while delivering a high-quality customer experience.

Qualifications

• Strong customer relationship and communication skills, including the ability to explain financial concepts clearly and build trust with diverse customers.
• Sales and negotiation skills, with experience in meeting targets, handling objections, and closing opportunities in financial services or a related domain.
• Basic knowledge of life insurance or financial products, with the ability to learn product features, regulatory requirements, and market trends quickly.
• Organizational and time management skills, including maintaining accurate records, managing follow-ups, and prioritizing multiple client interactions.
• Comfort working in an on-site, field-oriented environment in Ahmedabad, with readiness to travel locally for client meetings and events as needed.
• Proficiency in using common digital tools (CRM systems, email, presentations, spreadsheets) to manage leads and prepare customer proposals.
• Minimum educational qualification: bachelor’s degree in any discipline; a background in business, commerce, or finance is an advantage.
• Prior experience in insurance, banking, or financial advisory is preferred but not mandatory; a strong drive to learn and grow in a sales career is essential.