Insurance Sales Specialist

Finvestera IMF Pvt. Ltd. is a fast-growing Insurance Marketing Firm offering comprehensive general & life insurance advisory to MSMEs, startups, corporates, and individuals across India.

As a licensed IMF, we believe in strong ethics, deep product knowledge, and a genuine customer-first approach.

We are expanding our team and looking for an Insurance Sales Specialist with strong experience in online insurance advisory and closing clients over call.

⭐ Who Should Apply?

We are looking for candidates who have :

• Worked in online insurance sales (inbound / outbound advisory)
• Strong communication, presentation, and explanation skills
• Experience closing clients over voice / video calls
• Ability to guide customers with clarity and confidence

If you’ve handled clients through digital platforms, tele-advisory, CRM systems, or online insurance workflows, this role is a great fit.

Key Responsibilities

🔵 Sales & Advisory

Handle end-to-end sales for General Insurance products

Conduct detailed consultation calls & close leads efficiently

Explain policies clearly and provide the right advisory

🟢 Client Servicing & Relationship Management

Manage renewals, endorsements, and servicing requests

Offer high-quality support during claims or emergencies

Maintain consistent client communication and relationships

🟡 Claims Assistance

Coordinate with insurers, surveyors, and underwriters

Ensure smooth and timely claim settlement for clients

🔴 Training & Coordination

Attend insurer product training sessions

Stay updated on new policies and underwriting guidelines

Maintain all client-related data in CRM / software

Requirements

Why Join Us?

🌟 Be part of a rapidly growing insurance startup

🌟 Work directly with founders & senior insurance professionals

🌟 Opportunity to work across sales + advisory + service + claims

🌟 Fast career growth with leadership potential

🌟 Ethical, transparent, client-first work culture