Insurance Relationship Associate

Insurance Sales Executive Health & Term Insurance

Location: Malkapur, Maharashtra | Work Mode: Work From Office

Experience: 3+ Years | Department: Sales

About the Role

FinnovationZ is looking for an experienced Insurance Sales Executive with strong experience in Health Insurance and Term Insurance.

The role involves handling warm/inbound leads, conducting online consultations, understanding customer requirements, recommending suitable insurance plans, handling objections, and closing sales.

If you are confident in insurance sales and have a proven record of converting leads into policies, we would love to hear from you.

What You'll Do

• Handle inbound and assigned insurance leads.
• Conduct online insurance consultations/demos with prospective customers.
• Understand customer needs and recommend suitable Health or Term Insurance plans.
• Explain policy benefits, coverage, features and terms in a clear manner.
• Handle customer questions and objections effectively.
• Follow up with interested customers and convert them into policy buyers.
• Achieve monthly sales and revenue targets.
• Maintain accurate customer and sales information in the CRM.
• Coordinate with internal teams for documentation, payment and policy issuance.
• Ensure a smooth customer journey from lead to policy issuance.

What We're Looking For

• 3+ years of experience in Insurance Sales.
• Strong experience in Health Insurance and/or Term Insurance.
• Proven track record of achieving sales targets.
• Strong communication and convincing skills.
• Good objection handling and negotiation ability.
• Ability to conduct online customer consultations.
• Strong closing skills and a target-oriented mindset.
• Comfortable working with CRM and online communication tools.

Key Performance Metrics

Your performance will be measured on:

• Leads handled
• Consultations conducted
• Conversion rate
• Policies sold
• Monthly sales revenue
• Follow-up efficiency
• Target achievement
• Payment/collection completion
• Customer experience

Why Join FinnovationZ?

• Work with a growing fintech and financial education organization.
• Opportunity to work with Health & Term Insurance products.
• Performance-driven sales environment.
• Opportunity for growth based on performance.

Interested?

If you have strong experience in Health Insurance / Term Insurance sales and are confident in converting leads into customers, apply now or share your profile with us.

Job Type: Full-time

Work Location: Malkapur, Maharashtra

Experience: 3+ Years

Application:

• Send your resume to [email removed]