Sales Associate

About PolicyX.com

PolicyX.com is a prominent insurance aggregator in India that assists customers in quickly comparing life, term, and health insurance policies. Supported by IRDAI-approved expert advisors, the company prioritizes understanding individual needs to recommend appropriate plans. It is committed to offering transparent, honest advice without gimmicks or spam, fostering long-term trust with its clientele. The organization also focuses on empowering people to secure their futures through clear guidance and user-friendly digital tools.

Role Overview

This full-time, on-site position in Indore involves engaging with prospective customers to identify their insurance needs and delivering accurate information about available insurance options. Key duties include handling inbound inquiries, making outbound calls, following up on leads, and assisting customers throughout the comparison and purchase process. The role requires maintaining comprehensive records of customer interactions, achieving set sales and service goals, and collaborating with colleagues to enhance customer satisfaction. Staying informed about insurance products, regulatory compliance, and internal company processes is essential to ensure effective and compliant sales.

Candidate Qualifications

• Strong customer service and sales aptitude, capable of building rapport, discerning client needs, and successfully closing deals.
• Proficient communication skills in both English and Hindi, with clear speech and attentive listening.
• Basic proficiency in computer use, comfortable operating CRM systems, online platform tools, and common office software.
• Ability to quickly grasp and simplify insurance concepts, products, and regulations for customer understanding.
• Prior experience in sales, telesales, or financial services is advantageous but not mandatory.
• Proven capacity to work effectively in a target-driven environment adhering to high ethical and compliance standards.
• Strong organizational and time management skills to manage multiple customer interactions efficiently.
• Minimum education: Graduate degree in any field; additional certifications in insurance or finance considered a plus.