Sales Specialist

About the Company

Policybazaar.com stands as one of India's premier online insurance platforms. It is the flagship brand of PB Fintech, which also manages Paisabazaar.com and Policybazaar.ae serving the UAE market. The company benefits from the backing of notable private equity funds and family offices, highlighting the strong confidence in its business strategy and growth trajectory. Policybazaar.com was created with the mission to educate consumers about insurance products and to simplify often complex decisions. It focuses on serving the significantly underpenetrated online insurance sector by aiding customers in comparing, understanding, and buying insurance plans that best suit their needs.

Role Overview

This position is a full-time, on-site Sales Specialist based in Patna, Bihar. The incumbent will engage with potential and current clients to assess their insurance requirements, clearly explain the features of various products, and recommend appropriate insurance solutions. Key duties consist of managing both incoming and outgoing calls, following up on leads, converting queries into confirmed sales, and achieving or surpassing sales targets.

Key Responsibilities

• Interact effectively with customers to understand their insurance needs and offer tailored solutions.
• Handle inbound and outbound customer calls professionally and promptly.
• Follow up diligently on potential leads to maximize sales conversion.
• Maintain precise records in CRM systems to track customer interactions and sales progress.
• Collaborate with team members to refine and enhance sales strategies and processes.
• Participate actively in training programs aimed at updating product knowledge, compliance requirements, and sharpening sales skills.

Qualifications and Skills

• Strong communication abilities, both verbal and written, to engage effectively with clients and colleagues.
• Excellent customer service skills to address inquiries, resolve issues, and ensure a positive customer experience throughout the sales cycle.
• Proven sales capabilities involving understanding client needs, presenting solutions persuasively, negotiating, and closing deals successfully.
• Training and sales management skills to support ongoing learning, coach team members, and energize team performance as necessary.
• Basic computer proficiency and familiarity with CRM software tools.
• Comfortable working in target-driven environments and applying performance metrics.
• Preferred but not mandatory: Bachelor's degree in business, commerce, or related disciplines.
• Prior experience in insurance or financial services sales is advantageous.
• Ability to thrive in a fast-paced setting, demonstrate problem-solving aptitude, and maintain compliance with ethical and regulatory standards.