We are looking for dynamic and customer-focused individuals to join as Insurance Sales Relationship Officers. This is an excellent opportunity to grow in the financial services sector while building meaningful client relationships.
Acquire new clients through direct sales, networking, and lead follow-ups
Understand client needs and recommend suitable insurance policies
Assist clients through the policy selection, application, and issuance process
Promote cross-selling opportunities across various insurance products
Meet individual sales targets and contribute to team objectives
Maintain accurate client records and follow up on renewals and claims
Bachelor’s degree in any field
0–3 years of experience in sales (insurance/financial services preferred)
IRDA license (or willingness to get certified)
Strong communication and interpersonal skills
Self-motivated, target-driven, and client-oriented
Familiarity with MS Office and CRM tools
Competitive base salary
Attractive performance-based incentives
We are also hiring experienced professionals to lead our sales teams as Insurance Sales Relationship Managers. This leadership role is ideal for individuals who can drive results and mentor high-performing teams.
Lead, coach, and manage a team of Relationship Officers
Develop sales strategies to meet individual and team targets
Maintain and grow key client relationships
Collaborate with internal teams to ensure seamless client servicing
Monitor performance and conduct regular training sessions
Ensure compliance with all industry and regulatory guidelines
Bachelor’s degree required (MBA preferred)
3–7 years of experience in insurance or financial sales, with team leadership experience
Proven track record in sales and customer relationship management
Valid IRDA license
Strong leadership, analytical, and presentation skills
Goal-oriented with a client-first mindset
Competitive base salary
Performance-based incentives and additional benefits
Please send your resume and contact details to resume@optionsandideas.com
Mention the job title you are applying for in the subject line.
Only shortlisted candidates will be contacted. We are an equal opportunity employer.