Sales Associate

About the Role

• Full-time, on-site position
• Based in Vadodara

Key Responsibilities

• Engage with prospective and existing customers to understand their financial protection and investment needs.
• Recommend suitable Bajaj Life products and solutions.
• Generate leads through various channels.
• Conduct sales meetings and presentations.
• Explain policy features and benefits.
• Support customers through the application and onboarding process.
• Maintain accurate records of customer interactions.
• Follow up on leads.
• Work closely with branch teams and insurance consultants to meet individual and team sales targets.
• Stay updated on product offerings, market trends, and regulatory guidelines.

Qualifications

• Strong sales, negotiation, and customer relationship management skills.
• Ability to convert leads into policyholders.
• Effective communication and interpersonal skills.
• Ability to explain complex insurance concepts in clear, simple language.
• Basic financial and insurance knowledge, with an understanding of life insurance, investment products, and long-term financial planning.
• Proficiency in using digital tools, CRM systems, and mobile or web-based platforms.
• Ability to work in a target-driven environment.
• Ability to manage time efficiently and prioritize multiple customer engagements.
• Minimum of a bachelor’s degree in any discipline.
• Comfort working on-site in a branch setup in Vadodara.
• Comfort collaborating with cross-functional teams and distribution partners.
• High level of integrity.
• Customer-centric mindset.
• Willingness to learn and adapt to evolving products and processes.

Requirements & Tech Stack

• Digital tools
• CRM systems
• Mobile or web-based platforms