Sales Associate, Health Insurance

About the Role

PolicyX.com is seeking driven sales professionals to join their growing team as Deputy Sales Associates. The role involves guiding customers through the online purchase of term and health insurance policies, providing expert consultation, and ensuring a seamless customer experience.

Key Responsibilities

• Guide customers through the online purchase journey for term and health insurance plans.
• Understand customer requirements and recommend the most suitable insurance products.
• Explain policy features, resolve queries, and build lasting customer trust.
• Use consultative selling and proactive follow-ups to drive conversions.
• Deliver excellent customer service by addressing concerns and ensuring satisfaction.
• Consistently achieve and exceed sales targets.
• Adhere to company sales processes and compliance standards.

Requirements & Tech Stack

• Strong communication, persuasion, and interpersonal skills.
• Goal-oriented and capable of performing in a fast-paced environment.
• Customer-first mindset with the ability to simplify complex products.

Qualifications

• Bachelor’s or Master’s degree (MBA preferred).
• Experience in Sales, BPO, or Insurance is preferred.