Job Title: Insurance Sales Associate (Life & Health)

About Us

Agera Capital is a growing financial advisory firm focused on insurance and wealth solutions. We are building a high-performance sales team in Lucknow and looking for driven professionals who want to grow their income and career.

Role Overview

We are hiring Insurance Sales Associates to work with clients on protection and financial planning solutions, including life and health insurance.

This is a performance-driven opportunity with strong earning potential and career growth.

Positions:2

Location

Lucknow (Field + Client Meetings)

Experience Required

- 3-4 years in Insurance / BFSI Sales
- Field sales experience preferred

Key Responsibilities

- Generate leads through personal network, referrals, and field activity
- Meet clients and understand their financial needs
- Recommend suitable insurance solutions
- Manage end-to-end sales process (discussion to closure)
- Maintain client relationships and regular follow-ups
- Work towards defined performance benchmarks and revenue goals

Performance Expectations

- Regular client meetings and follow-ups
- Strong pipeline development
- Consistent achievement of business goals

Compensation

- Fixed Salary: ₹22,000 - ₹30,000 per month
- Attractive performance-linked incentives

Earning potential: ₹50,000 to ₹1,00,000+ per month

- Strong communication and sales skills
- Confident and self-driven
- Comfortable with field work
- High earning intent

Growth Opportunity

Senior Advisor → Team Leader → Business Partner

Job Title: Mutual Fund Sales AssociateAbout Us





Agera Capital is a growing financial advisory firm focused on insurance and wealth solutions. We are building a high-performance sales team in Lucknow and looking for professionals interested in wealth management and long-term client relationships.

Role Overview

We are hiring Mutual Fund Sales Associates to work with clients on investment solutions, including SIP and lump sum investments.

This role focuses on relationship building, disciplined activity, and long-term growth.

Location

Lucknow (Field + Client Meetings)

Experience Required

- 3-4 years in Mutual Funds / Banking / BFSI Sales
- Experience in investment products preferred

Key Responsibilities

- Generate leads through referrals and field activity
- Meet clients and understand investment needs
- Recommend suitable mutual fund solutions
- Build long-term client relationships
- Maintain strong pipeline and follow-ups
- Work towards defined performance benchmarks and revenue goals

Performance Expectations

- Regular client meetings and investor discussions
- Strong pipeline development
- Consistent business generation

Compensation

- Fixed Salary: ₹20,000 - ₹25,000 per month
- Performance-linked incentives with long-term earning potential

Opportunity to build recurring income over time

- Good communication and relationship skills
- Disciplined and self-driven
- Interest in financial markets and investments
- Long-term mindset

Growth Opportunity

Senior Advisor → Wealth Manager → Team Leader

Job Types : Full-time, Permanent

Pay: ₹25,000.00 - ₹35,000.00 per month

Perks :

- Flexible schedule
- Paid sick time
- Work from home

Work Location: In person

📌 Senior Sales Executive (Lucknow)
🏢 Agera Capital
📍 Lucknow