Job Description: Sales Associate (Insurance)

About the Role

We are looking for a dynamic, result-oriented Sales Associate to join our growing team. In this role, you will be responsible for driving the sales of insurance products by effectively engaging with customers, understanding their needs, and converting high-potential leads. If you are a persuasive communicator who thrives in a fast-paced environment and loves hitting targets, we want to hear from you!

Key Responsibilities

- Lead Conversion: Actively engage with, follow up on, and convert digital leads, cold calls, and referrals provided by the organization into active insurance policies.
- Customer Consultation: Connect with potential customers to thoroughly understand their insurance requirements and recommend the best-fit products.
- Product Expertise: Maintain an in-depth, up-to-date understanding of insurance product features, benefits, and policy terms across multiple insurers.
- Target Achievement: Consistently meet or exceed daily, weekly, and monthly sales targets.
- Data & Feedback: Provide regular feedback on lead quality, conversion ratios, and customer sentiment to help refine lead generation and overall sales strategies.
- Reporting & CRM: Maintain accurate sales reports, update the sales pipeline, and track conversion data diligently using CRM tools.
- Market Awareness:



Stay updated on industry trends, new insurance product launches, and relevant regulatory changes.

Preferred Candidate Profile

- Experience: 1-5 years of experience in sales (experience in Insurance, BFSI, or telesales is a strong plus).
- Communication: Robust communication, negotiation, and persuasion skills. Fluency in spoken and written English and Hindi is required.
- Tech Savvy: Basic proficiency in MS Excel, Google Sheets, and CRM software.
- Mindset: A customer-first approach with the ability to build rapport quickly over the phone.
- Analytical Skills: Ability to look at lead and sales data to generate actionable insights.
- Drive: Highly self-motivated, able to work independently, and equally effective in a team-based environment.

Perks and Benefits

- Competitive fixed salary.
- High-earning potential with performance-based incentives.
- Great career growth and learning opportunities in the insurance sector.

Role & Industry Details (for Naukri Tags)

- Role: Sales Executive / Officer
- Industry Type: Insurance / BFSI
- Department: Sales & Business Development
- Employment Type: Full Time, Permanent
- Key Skills: Insurance Sales, Lead Conversion, Cold Calling, B2C Sales, Telesales, Relationship Management, CRM, Communication Skills.

📌 Sales Associate (Uttar Pradesh)
🏢 Paytm
📍 Uttar Pradesh