Insurance Agent/Advisor

About the Role

Join our expanding agency as a motivated sales professional responsible for managing existing accounts, acquiring new clients, and offering expert financial protection consulting. The successful candidate will be self-driven, possess strong networking abilities, have a solid grasp of insurance products, and a proven ability to close deals.

Key Responsibilities

• Generate leads actively through cold calls, networking, referrals, and digital outreach.
• Engage prospective clients to evaluate risk profiles and determine their insurance and financial needs.
• Effectively present insurance products including Motor, Health, Life, Fire, and Marine, emphasizing benefits and coverage.
• Maintain client relationships by tailoring insurance solutions matching their budgets and requirements.
• Provide post-sale support and help with onboarding, collaborating with back-office teams.
• Keep abreast of market developments, competitor products, and changes in financial regulations.
• Ensure all sales activities comply with IRDAI rules and internal policies, with meticulous attention to application accuracy.
• Maintain an active sales pipeline, regularly reporting daily activities and forecasts to management.

Qualifications & Skills

Minimum education: Bachelor's degree in any field, preferably Commerce or Business.

Experience: Ideally up to 4 years in sales or financial services, with direct exposure to insurance or wealth management being advantageous.

Essential skills include strong negotiation, resilience to rejection, and excellent communication in English and Hindi or Marathi. The candidate should be willing to travel locally.

Compensation & Growth

Offering a competitive base salary ranging from ₹250,000 to ₹400,000 annually along with an uncapped lucrative commission scheme.

Comprehensive training on products and clear advancement prospects towards leadership roles will be provided.

Robust back-office support will be available for handling quotes, renewals, and claims, enabling focus on sales.