Insurance and Sales Lead

Role Title: Senior Insurance Sales Specialist / Executive

Experience Required: 5+ Years

Mandatory Certification: IRDA Certified Insurance Agent / Executive

Department: Sales & Business Development

Role Overview

We are looking for an experienced and result-oriented Senior Insurance Sales Specialist with over 5 years of proven experience in the insurance sector. The ideal candidate must be IRDA certified with a strong track record of lead generation, cross-selling, upselling, and driving overall gross sales revenue.

Key Responsibilities

• Lead Generation & Acquisition: Proactively source, prospect, and acquire new retail and corporate clients through cold calling, networking, referrals, and digital channels.
• Gross Sales & Target Achievement: Consistently achieve and exceed monthly and quarterly gross sales targets across life, general, or health insurance products.
• Upselling & Cross-selling: Analyze existing client portfolios to identify insurance gaps and offer additional products or upgraded coverage to maximize client lifetime value.
• Relationship Management: Build and maintain strong long-term relationships with policyholders, ensuring high customer satisfaction and policy retention.
• Need Analysis & Solution Mapping: Conduct thorough financial risk assessments for clients and recommend customized insurance solutions.
• Compliance & Documentation: Ensure full compliance with IRDA guidelines, company policies, and complete error-free documentation for policy issuance.

Required Qualifications & Skills

• Certification: Mandatory IRDA Certification (Life / General / Health Insurance).
• Experience: Minimum 5+ years of hands-on experience in insurance sales.
• Sales Mastery: Strong command over lead generation strategies, cross-selling, upselling, and objection handling.
• Communication: Exceptional verbal and written communication skills with strong presentation abilities.
• Client Portfolio: An existing strong client network/database is a major advantage.Role & responsibilities