About the Role

FinnovationZ is looking for an experienced and target-oriented Insurance Executive with solid experience in Health Insurance and Term Insurance.

The candidate will be responsible for handling prospective customers, conducting online product demos/consultations, understanding customer requirements, explaining suitable insurance products, handling objections and closing the customer on the spot or during the sales interaction.

Key Responsibilities

- Handle inbound and assigned insurance leads and convert them into customers.
- Conduct professional online demos/consultations for prospective clients.
- Understand customer financial and insurance requirements.
- Explain Health Insurance and Term Insurance products, features, benefits, coverage and applicable terms.
- Recommend suitable insurance solutions based on customer requirements.
- Handle customer queries and objections effectively.
- Follow up with interested customers and drive them towards closure.
- Achieve monthly sales and revenue targets.
- Maintain accurate lead, customer and sales records in the CRM.
- Coordinate with internal teams for documentation, policy issuance and payment-related processes.
- Ensure proper follow-up until the customer journey is completed.
- Maintain high standards of customer communication and professionalism.
- Generate maximum conversions from assigned leads and online demos.

Required Experience & Skills

- Minimum 3 years of relevant insurance sales experience.
- Strong hands-on experience in Health Insurance and Term Insurance is mandatory.




- Proven track record in insurance sales and customer conversion.
- Experience in conducting online sales demos/consultations will be preferred.
- Strong communication and presentation skills.
- Excellent objection-handling and negotiation skills.
- Ability to close sales on the spot.
- Target-oriented and self-motivated approach.
- Good understanding of insurance products, policy terms and customer requirements.
- Comfortable working with CRM and online communication tools.
- Ability to work independently as well as with a team.

Key Performance Indicators (KPIs)

The selected candidate will be evaluated on:

- Number of demos/consultations conducted
- Lead-to-demo conversion
- Demo-to-sale conversion
- Number of policies sold
- Monthly sales revenue
- Lead follow-up efficiency
- Customer conversion rate
- Target achievement
- Collection/payment completion
- Customer experience and quality of sales

Compensation

Final compensation will depend on the candidate's experience, insurance sales track record and interview performance.

Working Schedule

- Working Days: Tuesday to Sunday
- Weekly Off: Monday
- Working Hours: 11:00 AM to 8:00 PM
- Work Location: Malkapur, Maharashtra
- Employment Type: Full-Time

The ideal candidate should be an experienced insurance sales professional who can confidently conduct an online consultation, understand the customer's requirement, recommend the right Health or Term Insurance solution, handle objections and close the sale effectively.

📌 Insurance Relationship Associate (Malkapur)
🏢 FinnovationZ
📍 Malkapur