job title: insurance sales (or insurance agent development )
company name :- tide platform pvt. ltd
website :- .co
designation :- business development manager and sr manager.
job summary
we are seeking a motivated and customer-focused insurance sales representative to join
our team. the ideal candidate will identify customer needs, offer suitable insurance solutions,
and help clients protect what matters most. this role involves building long-term
relationships, generating leads, and achieving sales goals through excellent communication
and product knowledge.
key responsibilities
develop and maintain relationships with new and existing clients.
identify client needs and recommend appropriate insurance products ( health
insurance sales.).
present and explain insurance policy options to potential customers.
customize insurance programs to suit individual clients.
process policy applications, renewals, modifications, and claims when necessary.
meet or exceed sales targets and performance metrics.
maintain up-to-date knowledge of insurance products, underwriting policies, and
industry regulations.
conduct follow-ups to ensure client satisfaction and renew policies.
utilize crm software or lead management tools to track interactions and sales
progress.
collaborate with the marketing team to develop lead-generation strategies.
qualifications
high school diploma or equivalent (gradution degree preferred ).
proven experience in sales, preferably in insurance or financial services.
strong interpersonal, communication, and negotiation skills.
self-motivated with the ability to work independently.
excellent organizational and time management skills.
proficiency with microsoft office and crm
compensation
base salary plus commission and performance bonuses.
benefits may include health insurance, retirement plans, paid training, and
professional development opportunities.