Sales Specialist

Company Description Policybazaar.com is one of Indias leading online insurance platforms and the flagship brand of PB Fintech, which also operates Paisabazaar.com and Policybazaar.ae in the UAE region. The group is backed by prominent private equity funds and family offices, reflecting strong confidence in its business model and growth potential. Policybazaar.com was founded with the purpose of educating people about insurance products and simplifying complex choices. Its offerings focus on addressing the large, underpenetrated online insurance market by helping customers compare, understand, and purchase suitable insurance plans.

Role Description This is a full-time, on-site Sales Specialist role based in Patna. The Sales Specialist will engage with potential and existing customers to understand their insurance needs, explain product features, and recommend suitable plans. Responsibilities include handling inbound and outbound calls, following up on leads, converting inquiries into sales, and meeting or exceeding assigned targets. The role involves providing responsive customer service, maintaining accurate records in CRM systems, and collaborating with team members to improve sales processes. The Sales Specialist may also participate in training sessions to stay updated on product changes, compliance requirements, and sales techniques.

Qualifications

• Candidates should possess strong Communication skills, including clear verbal and written interaction with customers and internal teams.
• Candidates should possess excellent Customer Service skills to handle queries, resolve issues, and provide a positive experience throughout the sales journey.
• Candidates should possess solid Sales skills, with the ability to understand customer needs, present solutions, negotiate, and close deals.
• Candidates should possess Training and Sales Management skills to support continuous learning, coach peers, and help drive team performance where required.
• Relevant skills such as basic computer proficiency, familiarity with CRM tools, and comfort working with targets and performance metrics.
• Qualifications such as a bachelors degree in business, commerce, or a related field are preferred but not mandatory; prior experience in insurance or financial services sales is an advantage.
• Ability to work in a fast-paced environment, strong problem-solving mindset, and adherence to ethical and regulatory standards.