Role Title: Senior Insurance Sales Specialist / Executive

Experience Required: 5+ Years

Mandatory Certification: IRDA Certified Insurance Agent / Executive

Department: Sales & Business Development

Role Overview

We are looking for an experienced and result-oriented Senior Insurance Sales Specialist with over 5 years of proven experience in the insurance sector. The ideal candidate must be IRDA certified with a robust track record of lead generation, cross-selling, upselling, and driving overall gross sales revenue.

Key Responsibilities
Lead Generation & Acquisition: Proactively source, prospect, and acquire new retail and corporate clients through cold calling, networking, referrals, and digital channels.
Gross Sales & Target Achievement: Consistently achieve and exceed monthly and quarterly gross sales targets across life, general, or health insurance products.
Upselling & Cross-selling: Analyze existing client portfolios to identify insurance gaps and offer additional products or upgraded coverage to maximize client lifetime value.
Relationship Management:



Build and maintain strong long-term relationships with policyholders, ensuring high customer satisfaction and policy retention.
Need Analysis & Solution Mapping: Conduct thorough financial risk assessments for clients and recommend customized insurance solutions.
Compliance & Documentation: Ensure full compliance with IRDA guidelines, company policies, and complete error-free documentation for policy issuance.

Required Qualifications & Skills
Certification: Mandatory IRDA Certification (Life / General / Health Insurance).
Experience: Minimum 5+ years of hands-on experience in insurance sales.
Sales Mastery: Solid command over lead generation strategies, cross-selling, upselling, and objection handling.
Communication: Exceptional verbal and written communication skills with strong presentation abilities.
Client Portfolio: An existing robust client network/database is a major advantage

📌 Dsa Manager Mumbai (India)
🏢 Vakrangee
📍 India