Company Description SG Finance is a boutique financial advisory firm specializing in tailored wealth management and investment strategies for individuals and businesses. The firm emphasizes discretion, precision, and insight, using rigorous financial analysis and personalized advisory to align with each client’s objectives and risk profile. SG Finance prioritizes long-term value over short-term gains, focusing on structuring, growing, and preserving wealth through disciplined planning and strategic foresight. All client recommendations are grounded in transparency, trust, and a commitment to enduring financial confidence.
Role Description The Insurance Sales Representative at SGFinance will identify prospective clients, present suitable insurance products, and guide clients through policy selection based on their needs and risk profiles. Day-to-day responsibilities include conducting consultations, preparing quotes, explaining policy terms, and managing the end-to-end sales process from lead generation to closing. The role also involves building long-term client relationships,



ensuring ongoing customer support, and collaborating with internal advisory teams to align insurance solutions with broader financial strategies. This is a full-time, on-site role based in Delhi, India.
Qualifications
Strong Insurance Sales and Sales skills to drive new business and meet revenue targets.
Knowledge of Insurance and Insurance Brokerage to recommend appropriate products and navigate carrier offerings.
Effective Customer Service capabilities to support clients, handle inquiries, and maintain long-term relationships.
Ability to communicate complex financial and insurance concepts clearly and professionally.
Proven experience in insurance or financial services, preferably in advisory or brokerage environments.
Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent qualified experience.
Attention to detail, ethical judgment, and commitment to client c

📌 Insurance Sales Representative (India)
🏢 SGFinance
📍 India