Job Title: Sales & Marketing Representative - Insurance

Experience Level : 3-5 Years Location : Vadodara, Gujarat, India / WFH Shift Time : US Shift (10-hour shift including a 1-hour break)

Job Overview

Key Responsibilities: Sales & Lead Generation

- Generate qualified leads and schedule appointments for sales presentations and policy reviews
- Contact retail and commercial prospects to gather client information and assess insurance needs
- Meet or exceed monthly sales, revenue, and new business production targets

Client Engagement & Insurance Consultation

- Explain insurance products, coverage options, and benefits to prospective clients
- Customize solutions based on client requirements across multiple product lines, including Auto, Home, Business, and Life Insurance
- Maintain strong relationships with prospects and clients through effective communication

Marketing & Brand Promotion

- Develop and maintain a digital marketing presence through websites and social media platforms
- Plan, coordinate, and support marketing and recruiting events
- Implement and manage social media marketing campaigns

Data Management & Administration

- Maintain accurate records of customer interactions, lead pipelines, and sales activities in CRM systems
- Update and manage customer databases and contact lists




- Provide administrative support related to sales and marketing operations
- Collaborate with leadership to share market feedback, sales insights, and strategic recommendations

Required Qualifications

- 3-5 years of experience in sales and marketing, preferably in the US insurance market
- Strong understanding of insurance products, sales processes, and customer relationship management
- Excellent verbal and written communication skills with professional phone etiquette
- Proven ability to work independently and effectively manage rejection in a sales environment
- Solid organizational, time management, and multitasking abilities

Technical Skills

- Proficiency in Microsoft Office Suite

- Hands-on experience with CRM or Agency Management Systems, such as:

- Salesforce

- Zoho CRM

- Applied EPIC

- Monday CRM

- AgencyBloc

- GoHighLevel

- Or similar insurance sales CRM platforms

Educational Qualification

- High School Diploma or equivalent required
- Bachelor’s degree preferred

Job Types : Full-time, Permanent

Pay: ₹30,364.88 - ₹59,938.80 per month

Benefits :

- Health insurance
- Leave encashment
- Paid sick time
- Provident Fund
- Work from home

Work Location: Hybrid remote in Vasna, Vadodara, Gujarat

📌 Sales & Marketing Representative - Insurance (Vasna)
🏢 Office Beacon Administrative Services
📍 Vasna