Insurance Sales Agent
SGFinance
Delhi, India3h agovia LinkedIn
Role: Insurance Sales Agent
Company: SGFinance
About the Role
SG Finance is a boutique financial advisory firm specializing in tailored wealth management and investment strategies. This is a full-time, on-site role based in Delhi, India.
Key Responsibilities
- Identify prospective clients.
- Explain insurance products.
- Recommend suitable coverage options across life, health, and general insurance lines.
- Meet clients on-site.
- Conduct needs assessments.
- Prepare quotes.
- Manage policy applications.
- Follow up on renewals and claims-related queries.
- Collaborate with internal advisory teams and external insurance partners.
- Maintain sales records.
- Work toward defined performance targets.
- Participate in training to stay current on products, regulations, and market trends.
Requirements & Tech Stack
- Insurance Sales skills (prospecting, lead conversion, negotiation).
- Insurance products and Insurance Brokerage processes knowledge.
- Sales capabilities (pipeline management, target achievement, reporting).
- Customer Service skills (building trust, handling queries, resolving issues).
- Communication and interpersonal skills.
- Proficiency in English and local languages as relevant.
- Ability to work on-site in Delhi, India, and meet clients in person.
- Comfort with basic computer applications and CRM tools.
Qualifications
- Bachelor’s degree in Business, Finance, Marketing, or a related field is beneficial, or equivalent professional experience.
- Prior experience in insurance or financial services sales is preferred.
- Familiarity with regulatory requirements is an advantage.