Company Description Ideal Insurance Brokers Pvt. Ltd. is one of the few organizations in India granted an Insurance Broking License by the Insurance Regulatory and Development Authority of India (IRDA). The company operates as a Knowledge Process Outsourcing (KPO) firm, specializing in Insurance Portfolio Management services for a diverse client base. As a direct broker, Ideal Insurance is authorized to work with life and general insurance products from all insurance companies in India, offering comprehensive coverage options. The organization is promoted and managed by a highly qualified and experienced team of professionals, making it one of the fastest-growing players in the insurance industry. Team members are equipped with specialized skills to deliver holistic risk management solutions for clients’ assets and liabilities. Role Description This is a full-time, in office Sales Associate role based in Bengaluru. The Sales Associate will engage with prospective and existing clients to understand their insurance needs and recommend appropriate life and general insurance products. Responsibilities include generating leads, conducting client meetings, preparing proposals, and assisting with policy issuance and renewals. The role involves maintaining accurate records of client interactions, following up on inquiries,



and achieving assigned sales targets in alignment with company guidelines. The Sales Associate will collaborate closely with internal teams and insurance partners to ensure a smooth client experience and timely resolution of queries. Qualifications
• Strong sales and client relationship skills, including lead generation, negotiation, and closing deals.
• Knowledge of life and general insurance products, with the ability to explain coverage options and policy terms clearly.
• Effective communication and interpersonal skills, with proficiency in spoken and written English; additional local languages are an advantage.
• Basic analytical and problem-solving abilities to assess client requirements and suggest suitable risk management solutions.
• Comfort with using computers, CRM tools, and office software for documentation and reporting.
• Ability to work in a structured, target-driven environment and collaborate with cross-functional teams.
• Prior experience in insurance sales, financial services, or customer-facing roles is preferred but not mandatory.
• Relevant educational background in business, commerce, finance, or a related field is beneficial.

📌 Sales Associate (Bengaluru)
🏢 IDEAL INSURANCE BROKERS
📍 Bengaluru