Insurance Sales

1. Insurance Sales Relationship Officer (10 Openings)

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.

Key Responsibilities:

• 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

Qualifications & Skills:

• 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

Compensation:

• Competitive base salary

• Attractive performance-based incentives

2. Insurance Sales Relationship Manager (10 Openings)

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.

Key Responsibilities:

• 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

Qualifications & Skills:

• 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

Compensation:

• Competitive base salary

• Performance-based incentives and additional benefits

How to Apply

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.

• It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.

More about this Insurance Sales job

1. What is the eligibility criteria to apply for this Insurance Sales job?
   Ans: The candidate should be Graduate and above and above with 2 - 6+ years Experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹10000 - ₹40000 per month that depends on your interview. It's a Full Time job in Kolkata.
3. How many working days are there for this Insurance Sales job?
   Ans: This Insurance Sales job will have 6 working days.
4. Are there any charges applicable while applying or joining this Insurance Sales job?
   Ans: No, there is no fee applicable for applying this Insurance Sales job and during the employment with the company, i.e., Options & Ideas.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Insurance Sales role?
   Ans: There is an immediate opening of 20 Insurance Sales at Options & Ideas
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Insurance Sales job?
   Ans: This Insurance Sales job has 10:15 AM - 06:30 PM timing.