Sales Consultant - Insurance
5 Openings
Sales
Posted on
Mar 24, 2026
Kochi
Description
Job Purpose
The primary role is to promote and sell Insurance products by actively reaching out to potential customers, understanding their insurance needs and offering suitable insurance products to meet those requirements
Qualifications
Graduate in any discipline.
Experience
- Minimum of 1 years of experience in sales
- Proven track record of achieving sales targets in a target-driven environment.
- Strong expertise in CRM management for lead tracking and reporting
Skills
Lead Generation
Negotiation Skills
Objection Handling
Sales Closure
Sales Pitch
Sales Reporting
CRM Handling
Duties and Responsibilities
Primary Responsibilities:
- To promote and sell Insurance products by actively reaching out to potential customers.
- Understanding their insurance needs and offering suitable insurance products to meet those requirements.
Secondary Responsibilities:
- Contact potential clients and build rapport by utilizing different channels like networking, cold calling, referrals etc.
- Guide businesses, individuals, and families select an insurance policy that best fits their needs.
- Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies.
- Keep detailed records of customer interactions, transactions, and sales activities in the company's CRM system
- Ensure accurate and complete documentation of customer information and policy details.
- Maintain regular contact with existing clients to discuss renewals or add-ons and suggest modifications and updates to existing clients’ insurance policies