Back to all jobs
Remote role · sales-as
Sales/Services Associate - Health Insurance
Paytm
Before you apply
The practical pictureRole details
- Employment
- Full-time
Role signal brief
The role, at a glance
Extracted from the source posting · 95% confidence
The role focuses on driving sales for insurance products by converting leads, understanding customer needs, and maintaining pipeline data in CRM tools. The candidate is expected to achieve sales targets and provide insights on lead quality and conversion ratios.
What you need
- Graduation (any stream)
- 2 years of experience in insurance sales
- Strong communication, negotiation, and persuasion skills
- Good command of spoken and written English and Hindi
- Basic proficiency in MS Excel, Google Sheets, and CRM software
What you will own
- Generate and convert sales leads for insurance products
- Maintain in-depth understanding of product features, benefits, and policy terms across multiple insurers
- Identify potential customers through cold calling, referrals, or digital leads
- Engage with customers to understand insurance requirements and recommend best-fit products
- Achieve daily, weekly, and monthly sales targets
- Provide regular feedback on lead quality, conversion ratios, and customer sentiment to improve sales efficiency
Core skills
Insurance SalesCold CallingLead ConversionCRM ToolsNegotiationMS ExcelGoogle SheetsCustomer Relationship Management
Role brief
Key Responsibilities: Generate and convert sales leads for insurance products. Maintain an in-depth understanding of product features, benefits, and policy terms across multiple insurers. Identify potential customers through cold calling, referrals, or digital leads through calls provided by the organisation. Engage with customers to understand their insurance requirements and recommend the best-fit products. Achieve daily, weekly, and monthly sales targets. Provide regular feedback on lead quality, conversion ratios, and customer sentiment to improve overall sales efficiency. Prepare and maintain sales reports, pipeline updates, and conversion data in CRM tools. Stay updated on industry trends, new insurance products, and regulatory changes.
Key Skills & Competencies: Strong communication, negotiation, and persuasion skills. Customer-first mindset with an ability to build rapport quickly. Analytical thinking to generate insights from lead and sales data. Ability to work independently as well as in a team-based environment. Good command of spoken and written English and Hindi. Basic proficiency in MS Excel, Google Sheets, and CRM software.
Qualification & Experience Graduation (any stream) - MBA or relevant certification in insurance/sales is a plus. months - 2 years of experience in insurance sales. • • IRDA certification preferred.
What We Offer:Attractive compensation structure with performance-based incentives. Opportunity to work with one of the most trusted financial technology brands in India. Growth-oriented environment with training and advancement opportunities.Exposure to a wide network of digital distribution channels.