Insurance Sales

Job Title: Insurance Sales

Location: Chennai (Work from Office & Field Work)

Experience: 2 - 5 years Experience in Sales, preferably in the insurance or financial services industry

Company Overview:

PurplePond is a customer centric, principle-oriented company committed to providing comprehensive 360-degree financial planning solutions to our clients. We specialize in guiding individuals and organizations towards achieving their financial goals through strategic financial planning. As we continue to expand our team, we are seeking a highly motivated and skilled Executive to join our ranks.

Role Overview:

We are seeking a dynamic and results-driven Insurance Sales personnel to join our team. As an Insurance Sales personnel, you will be responsible for promoting and selling various insurance products to prospective clients, providing them with tailored solutions to meet their needs and financial goals.

Key Responsibilities:

1. ∙Lead Generation and Sales: Identify and reach out to potential clients through cold calling, networking, and referrals. Understand their insurance needs and offer suitable product solutions.
2. ∙Client Needs Assessment: Conduct detailed discussions with clients to assess their financial goals and risk profiles. Provide personalized insurance recommendations and accurate quotes.
3. ∙Product Education & Presentation: Clearly explain policy options, benefits, and terms to help clients make informed decisions. Simplify complex insurance concepts for better understanding.
4. ∙Client Relationship Management: Build and maintain strong relationships with clients for long-term retention and referrals. Follow up regularly and assist with any service-related needs.
5. ∙Coordination and Support: Work closely with internal teams to resolve client issues quickly and ensure smooth policy processing.
6. ∙Documentation and Reporting: Maintain accurate records of client interactions, sales activities and expenses. Report progress and follow instructions from the reporting manager.
7. ∙Professional Conduct and Hygiene: Maintain a neat appearance, follow dress code (uniform, formal dress), and observe good hygiene. Avoid smoking or tobacco use during work hours to ensure a positive brand impression.
8. ∙Market and Product awareness: Stay updated on insurance products, industry trends, and company offerings to provide better service and stay competitive.

Qualifications:

1. ∙Bachelors degree in business, finance, marketing, or a related field (preferred)
2. ∙Proven track record of success in sales, preferably in the insurance or financial services industry
3. ∙Excellent Listening, Communication and interpersonal skills, with the ability to build rapport and trust with clients
4. ∙Strong analytical and problem-solving abilities to assess clients needs and recommend appropriate solutions.
5. ∙Self-motivated and goal-oriented, with the ability to thrive in a competitive and fast-paced environment while maintaining professionalism and integrity.
6. ∙Proficiency in using MS excel to manage leads, track activities, and generate reports.
7. ∙Willingness to continuously learn and stay updated on industry developments and best practices.
8. ∙Flexibility to work evenings and weekends as needed to accommodate client schedules and sales events.

Benefits:

1. ∙Competitive salary with performance-based bonuses.
2. ∙Comprehensive health insurance, Life insurance, disability and retirement benefits.
3. ∙Ongoing professional development opportunities.
4. ∙Collaborative, unbiased and inclusive work environment.

Application Process

Share the CV detailing the work experience to [HIDDEN TEXT]