CR

Customer Relationship & Financial Service

Credicus Business Services
Navi Mumbai3-10 LPA Posted 21 Aug 2025
FULL TIME
Customer Relationship
Risk Assessment
Lead Generation
Negotiation Skills
Market Analysis
+1 more

Job Description

We are looking for a motivated and results-driven Insurance Sales Officer to join our team. The ideal candidate will have 1-4 years of experience in the insurance industry, where they will be responsible for developing client relationships, presenting insurance products, and achieving sales targets.

Responsibilities

  • Develop and maintain relationships with clients to understand their insurance needs.
  • Provide clients with accurate information about various insurance products and services.
  • Assist clients in completing insurance applications and understanding policy terms and conditions.
  • Conduct market research to identify potential clients and new sales opportunities.
  • Achieve sales targets and contribute to the overall growth of the company.
  • Prepare and present insurance proposals to clients and follow up on leads.
  • Stay updated on industry trends, regulations, and competitor offerings.

Skills and Qualifications

  • Bachelor's degree in Business, Finance, or a related field.
  • 1-4 years of experience in insurance sales or a similar role.
  • Strong communication and interpersonal skills.
  • Ability to build rapport with clients and understand their needs.
  • Excellent negotiation and persuasion skills.
  • Knowledge of various insurance products and market trends.
  • Strong analytical and problem-solving abilities.
  • Proficiency in MS Office and CRM software.
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