Senior Sales Advisor

Policybazaar for Business; Gurugram District; On-site; INR 420,000 - 700,000; Full time

Job summary

Policybazaar for Business is seeking a driven Sales Advisor to join our corporate sales team. You will acquire and manage MSME and small business clients, build relationships with decision-makers, and support growth of our corporate insurance and employee benefits portfolio.

You will drive B2B sales, maintain a strong pipeline using CRM, and collaborate with operations, underwriting, and servicing to onboard clients smoothly. Graduation is mandatory; MBA or insurance certification is a plus.

Qualifications

• 1–2 years of experience in B2B Sales, MSME Sales, Insurance Broking, Employee Benefits, or Financial Services Sales.
• Prior exposure to MSME/small business client segments strongly preferred.
• Good understanding of B2B sales processes and client relationship management.
• Strong communication, negotiation, and presentation skills.

Responsibilities

• Drive acquisition of MSME and small business accounts through B2B sales initiatives.
• Build and nurture relationships with business owners, HR Managers, Finance Heads, and Procurement Leads.
• Understand client needs and offer suitable corporate insurance and employee benefit solutions.
• Manage the sales cycle from lead generation and prospecting through to closure.
• Meet monthly and quarterly revenue targets through consistent pipeline activity.
• Maintain an accurate and updated sales pipeline using CRM tools.
• Identify opportunities for cross-selling and upselling within existing accounts.
• Coordinate with internal teams (operations, underwriting, servicing) for smooth onboarding and policy issuance.
• Stay updated on market trends, competitor offerings, and regulatory changes relevant to MSME insurance.

Skills

B2B sales

Consultative selling

Communication skills

Negotiation

Education

Graduation mandatory

MBA (advantage)

Tools

CRM tools

Job description

Policybazaar for Business (PBFB) is the corporate insurance division of Policybazaar, India's leading InsurTech platform. We partner with businesses of all sizes to provide customized insurance and employee benefit solutions through technology-led advisory and strong industry expertise.

About the Role

We are looking for a driven Sales Advisor with B2B sales experience, ideally with exposure to the MSME segment, to join our corporate sales team. The ideal candidate will help acquire and manage small and mid-sized business clients, build relationships with key decision-makers, and support the growth of our corporate insurance and employee benefits portfolio.

Responsibilities

• Drive acquisition of MSME and small business accounts through B2B sales initiatives.
• Build and nurture relationships with business owners, HR Managers, Finance Heads, and Procurement Leads.
• Understand client needs and offer suitable corporate insurance and employee benefit solutions.
• Manage the sales cycle from lead generation and prospecting through to closure.
• Meet monthly and quarterly revenue targets through consistent pipeline activity.
• Maintain an accurate and updated sales pipeline using CRM tools.
• Identify opportunities for cross-selling and upselling within existing accounts.
• Coordinate with internal teams (operations, underwriting, servicing) for smooth onboarding and policy issuance.
• Stay updated on market trends, competitor offerings, and regulatory changes relevant to MSME insurance.

Qualifications

• 1–2 years of experience in B2B Sales, MSME Sales, Insurance Broking, Employee Benefits, or Financial Services Sales.
• Prior exposure to MSME/small business client segments strongly preferred.
• Good understanding of B2B sales processes and client relationship management.
• Strong communication, negotiation, and presentation skills.

Required Skills

• B2B sales experience with a consultative selling approach.
• Good communication and interpersonal skills.
• Ability to build rapport with business owners and decision-makers.
• Basic proficiency with CRM/sales tracking tools.

Preferred Skills

• Graduation mandatory.
• MBA or equivalent will be an added advantage.
• Insurance certification (IRDAI/related) will be an added advantage.

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.