Insurance Sales Executive – Health & Term Insurance

Location:

Malkapur, Maharashtra |

Work Mode:

Work From Office
Experience:

3+ Years |

Department:

Sales

About the Role

FinnovationZ is looking for an experienced

Insurance Sales Executive

with strong experience in

Health Insurance and Term Insurance .

The role involves handling

warm/inbound leads, conducting online consultations, understanding customer requirements, recommending suitable insurance plans, handling objections, and closing sales.

If you are confident in insurance sales and have a proven record of converting leads into policies, we would love to hear from you.

What You'll Do
Handle inbound and assigned insurance leads.
Conduct online insurance consultations/demos with prospective customers.
Understand customer needs and recommend suitable

Health or Term Insurance

plans.
Explain policy benefits, coverage, features and terms in a clear manner.
Handle customer questions and objections effectively.
Follow up with interested customers and convert them into policy buyers.
Achieve monthly sales and revenue targets.
Maintain accurate customer and sales information in the CRM.
Coordinate with internal teams for documentation, payment and policy issuance.
Ensure a smooth customer journey from lead to policy issuance.





What We're Looking For
3+ years of experience in Insurance Sales.
Strong experience in

Health Insurance and/or Term Insurance .
Proven track record of achieving sales targets.
Strong communication and convincing skills.
Good objection handling and negotiation ability.
Ability to conduct online customer consultations.
Solid closing skills and a target-oriented mindset.
Comfortable working with CRM and online communication tools.

Key Performance Metrics

Your performance will be measured on:
Leads handled
Consultations conducted
Conversion rate
Policies sold
Monthly sales revenue
Follow-up efficiency
Target achievement
Payment/collection completion
Customer experience

Why Join FinnovationZ?
Work with a growing fintech and financial education organization.
Opportunity to work with

Health & Term Insurance products .
Performance-driven sales environment.
Opportunity for growth based on performance.

Interested?

If you have strong experience in

Health Insurance / Term Insurance sales

and are confident in converting leads into customers,

apply now or share your profile with us.

Job Type:

Full-time
Work Location:

Malkapur, Maharashtra
Experience:

3+ Years

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