Sales Associate

About the Role

Ideal Insurance Brokers Pvt. Ltd. is a Knowledge Process Outsourcing (KPO) firm specializing in Insurance Portfolio Management services. As a direct broker, the company is authorized to work with life and general insurance products from all insurance companies in India.

This is a full-time, on-site Sales Associate role based in Bengaluru. The role involves engaging with prospective and existing clients to understand their insurance needs and recommend appropriate life and general insurance products.

Key Responsibilities

• Generate leads.
• Conduct client meetings.
• Prepare proposals.
• Assist with policy issuance and renewals.
• Maintain accurate records of client interactions.
• Follow up on inquiries.
• Achieve assigned sales targets.
• Collaborate with internal teams and insurance partners.

Requirements & Tech Stack

• 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.
• Basic analytical and problem-solving abilities.
• 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.

Qualifications

• 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.
• Additional local languages are an advantage.