Corporate Sales

To generate and convert leads into sales for corporates through telecalling, emails, visits, and digital platforms. The role focuses on achieving sales targets, building customer relationships, and ensuring excellent service delivery.

Key Responsibilities:

Follow up on leads from digital campaigns and website inquiries. Make outbound calls to prospective clients and existing policyholders for cross-selling and renewals.

Product Pitching:

• Explain insurance products to customers, give presentations and note requirements
• Match customer needs with suitable insurance plans and provide suitable recommendations.

Sales Conversions :

• Prepare and send quotes; follow up to convert into sales.
• Process policy issuance and renewal documentation accurately and timely.

Customer Relationship:

• Handle queries and provide post-sale support.
• Build long-term relationships to encourage renewals and referrals.

Coordination :

• Coordinate with underwriters and insurance companies for quote approvals, endorsements, and policy issuance.

Reporting :

• Maintain sales MIS and daily call logs, and update CRM systems.
• Achieve daily/weekly/monthly sales targets.

Key Skills & Competencies:

• Strong communication and persuasion skills
• Good understanding of retail health and motor insurance products
• Customer-focused approach
• Ability to handle targets and work under pressure
• Familiarity with insurance broking processes and CRM tools

Qualifications & Experience:

• Graduate in any discipline (preferred: Insurance or Finance)
• 1–5 years of experience in any corporate sales B2C
• Freshers can also apply

Salary :

1. For freshers 15000 plus incentives
2. For experienced candidates, based on last drawn salary and skill set.
3. Salary bracket experienced: 25000-35000