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

Minimum 3 years' experience in General Insurance

Must have worked in online insurance advisory / sales

Strong product knowledge (Motor, Health, Fire, Commercial, Liability, PA, WC, etc.)

Excellent communication & interpersonal skills

Ability to independently handle clients and claims

Willingness to work from Jalgaon

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