Founder at HrCadre Consulting
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Sales Role - BFSI (0-2 yrs)
Job Summary :
We are seeking an energetic and results-driven Insurance Sales Agent to join our growing team. As an Insurance Sales Agent, you will be responsible for building and maintaining a portfolio of clients, selling insurance products, and providing tailored advice to meet clients' needs. This role offers an excellent opportunity for individuals with a passion for sales, customer service, and a desire to build long-term client relationships.
Key Responsibilities :
- Actively prospect and generate new business opportunities through referrals, networking, and cold calling.
- Understand clients' insurance needs and recommend suitable coverage options (e.g., life, health, auto, home, term insurance).
- Develop and deliver tailored insurance solutions based on individual or business requirements.
- Build and maintain strong client relationships to ensure retention and satisfaction.
- Meet and exceed sales targets and KPIs.
- Assist clients with claims processing and provide ongoing support.
- Stay updated on industry trends, product updates, and regulatory changes to offer accurate advice.
- Manage administrative tasks, including preparing quotes, processing applications, and maintaining records in CRM systems.
- Provide excellent customer service by addressing client concerns in a timely and professional manner.
- Should be able to work from the Noida office for 6 days a week/24 days in a month.
Required Qualifications :
- Versant 3 and above with fluency in both English and Hindi
- Proven experience as an Insurance Sales Agent or in a similar sales role in the financial services or insurance industry.
- Comprehensive knowledge of insurance products (auto, home, life, etc.).
- Strong communication, negotiation, and interpersonal skills.
- Ability to work independently and as part of a team.
- Excellent problem-solving and decision-making abilities.
- High organizational and time management skills.
- Proven ability to build and nurture client relationships.
- Valid insurance license (as per local regulations).
Preferred Qualifications :
- Previous experience in B2B or B2C sales.
- Familiarity with the local insurance market.
- Proficiency in CRM software and sales tools.
- A bachelor's degree in business, finance, or a related field.
Compensation & Benefits :
- Competitive base salary with performance-based commissions.
- Comprehensive health insurance.
- Professional development opportunities..
- Rewards and recognition