Sales/Services Associate - Health Insurance
Core
Drive sales of insurance products by converting leads and recommending best-fit policies to customers.
Role type
Sales Executive / Sr. Sales Executive
Builds
Insurance product sales revenue
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
lead conversion, customer needs analysis, cold calling, sales target achievement, CRM data management, industry trend monitoring
Preferred skills
IRDA certification, MBA in insurance/sales
Technologies
CRM tools, MS Excel, Google Sheets
Responsibilities
Generate and convert sales leads for insurance products; Engage with customers to understand requirements and recommend products; Achieve daily, weekly, and monthly sales targets; Prepare and maintain sales reports and pipeline updates in CRM tools; Provide feedback on lead quality and conversion ratios.
Seniority
Mid-level, 2 years experience