Insurance advisor

Insurance Sales Executive – Health & Term Insurance

Location: Malkapur, Maharashtra | Work Mode: Work From Office

Experience: 3+ Years | Department: Sales

About the Role

Finnovation Z is looking for an experienced Insurance Sales Executive with strong experience in Health Insurance and Term Insurance.

The role involves handling warm/inbound leads, conducting online consultations, understanding customer requirements, recommending suitable insurance plans, handling objections, and closing sales.

If you are confident in insurance sales and have a proven record of converting leads into policies, we would love to hear from you.

What You'll Do

Handle inbound and assigned insurance leads. Conduct online insurance consultations/demos with prospective customers. Understand customer needs and recommend suitable Health or Term Insurance plans. Explain policy benefits, coverage, features and terms in a clear manner. Handle customer questions and objections effectively. Follow up with interested customers and convert them into policy buyers. Achieve monthly sales and revenue targets. Maintain accurate customer and sales information in the CRM. Coordinate with internal teams for documentation, payment and policy issuance. Ensure a smooth customer journey from lead to policy issuance.

What We're Looking For

3+ years of experience in Insurance Sales. Strong experience in Health Insurance and/or Term Insurance. Proven track record of achieving sales targets. Strong communication and convincing skills. Good objection handling and negotiation ability. Ability to conduct online customer consultations. Strong closing skills and a target-oriented mindset. Comfortable working with CRM and online communication tools.

Key Performance Metrics

Your performance will be measured on:

Leads handled Consultations conducted Conversion rate Policies sold Monthly sales revenue Follow-up efficiency Target achievement Payment/collection completion Customer experience

Why Join Finnovation Z?

Work with a growing fintech and financial education organization. Opportunity to work with Health & Term Insurance products. Performance-driven sales environment. Opportunity for growth based on performance.

Interested?

If you have strong experience in Health Insurance / Term Insurance sales and are confident in converting leads into customers, apply now or share your profile with us.

Job Type: Full-time

Work Location: Malkapur, Maharashtra

Experience: 3+ Years

Application:

Send your resume to hr@