B2B Sales Associate

About PolicyX.com

PolicyX.com is a prominent insurance aggregation platform in India that enables customers to swiftly compare life, term, and health insurance plans. The company prioritizes transparent and trustworthy information delivery, allowing individuals and organizations to make well-informed insurance decisions. All advisory services are conducted by IRDAI-approved advisors who provide expert, customized recommendations without sales pressure, ensuring a genuine and spam-free customer experience focused on securing clients' futures.

Role Overview

The B2B Sales Associate position is a full-time, on-site role based in Indore. The associate will focus on cultivating and managing relationships with corporate and institutional clients, identifying potential partners, and presenting PolicyX.com's insurance offerings. The role involves performing product demonstrations, negotiating contracts, preparing proposals, and coordinating with internal teams for seamless onboarding and ongoing client servicing. Daily duties include maintaining precise sales records, tracking sales funnel progression, collecting client feedback to enhance products and services, and fulfilling sales objectives. The associate must stay current on insurance products and market dynamics and professionally represent the company during meetings and networking events.

Qualifications

• Proven B2B sales expertise including lead generation, managing client relationships, and negotiating.
• Excellent communication and presentation skills to clearly convey complex insurance topics.
• Basic knowledge of life, term, and health insurance products with eagerness to expand product and compliance understanding.
• Skilled in using CRM software, Microsoft Office, and data tracking tools for pipeline and report management.
• Highly organized, goal-oriented, and able to thrive in a dynamic, on-site work setting.
• Bachelor’s degree in Business, Marketing, Finance, or a related discipline, or equivalent work experience.
• Prior experience in B2B sales, financial services, or insurance sectors is advantageous though not required.
• Capability to work collaboratively across departments and uphold ethical, customer-focused conduct.