Insurance Sales Specialist

Company Description

Finvestera is a financial advisory firm located in Jalgaon, specializing in providing comprehensive financial advisory, wealth creation, insurance, tax saving options, and investment opportunities. Our team consists of professional chartered accountants, company secretaries, chartered wealth managers and industry experts who are dedicated to helping individuals make wise financial decisions.

Role Description

This is a full-time role as an Insurance Sales Specialist with Finvestera. As an Insurance Sales Specialist, your day-to-day tasks will involve selling online insurance policies, claims management and providing excellent customer service to clients. You will work closely with the insurance brokerage team to understand client's needs and offer suitable insurance products, with a particular focus on health insurance. This is an on-site role located in Jalgaon.

Qualifications

Qualifications like MBA, CA, CFA, CFP, CWM, etc. certifications will be given preference.

• Insurance Sales and Insurance skills
• Experience in customer service
• Knowledge of insurance brokerage
• Specialization in Health insurance & Life insurance
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Strong negotiation and sales skills
• Proficiency in relevant software and systems
• Relevant certifications or licenses