About the Role

FinnovationZ is looking for an experienced and target-oriented
*Insurance Executive*
with strong 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, advantages, 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

📌 Insurance Relationship Associate (Malkapur)
🏢 FinnovationZ
📍 Malkapur