Life Insurance Consultant - Sales & Office Coordination (Training Provided)

Life Insurance Consultant – Sales & Office Coordination (Training Provided) Job Type: Full-time Work Location: New Delhi Experience: Fresher / 0–2 years Industry: Life Insurance / Financial Services Education: Graduate preferred Salary: Starting Salary + Performance-Based Incentives Job Description We are looking for enthusiastic, responsible and self-motivated individuals interested in building a career in life insurance sales while also assisting with routine office coordination and administrative activities. This opportunity is suitable for freshers. No prior experience in insurance sales or office administration is required. Comprehensive training and ongoing guidance will be provided. The role involves meeting prospective customers, explaining life insurance solutions, developing customer relationships and generating business. In addition, the candidate will assist with day-to-day office coordination, documentation and administrative tasks. This is a combination of field-based sales and office-based coordination. Key Responsibilities Life Insurance Sales & Business Development

• Identify and approach prospective customers through references, networking and other lead-generation activities.
• Meet customers and understand their financial goals and life insurance requirements.
• Explain life insurance products, including term insurance, savings plans and retirement solutions.
• Recommend suitable insurance solutions based on customer needs.
• Generate business and convert prospective customers into policyholders.
• Follow up with prospective customers and maintain relationships with existing clients.
• Assist customers with policy documentation and servicing requirements.
• Work towards agreed sales and business development targets.
• Follow ethical sales practices and applicable insurance regulations. Office Coordination & Administrative Responsibilities
• Assist in coordinating day-to-day office activities.
• Handle routine office administration and documentation.
• Maintain customer records, databases and sales-related information.
• Coordinate customer appointments, meetings and follow-ups.
• Assist with preparing reports and maintaining office records.
• Coordinate with insurance company representatives and business associates.
• Handle incoming calls and basic customer enquiries.
• Track pending proposals, policy issuance and customer documentation.
• Ensure routine administrative activities are completed on time.
• Provide general administrative support to the team as required. Training Provided No previous experience in life insurance sales or office administration is necessary. Structured training will cover
• Fundamentals of life insurance and different insurance products.
• Customer need analysis and financial protection planning.
• Sales techniques, communication and presentation skills.
• Lead generation and prospecting.
• Customer relationship management.
• Handling objections and closing sales.
• Insurance documentation and regulatory compliance.
• Office administration and record management.
• Basic computer operations, email and MS Office/Excel. Experienced professionals will provide ongoing guidance and practical mentoring. Eligibility Criteria Mandatory Requirements
• Must own a two-wheeler.
• Must possess a valid two-wheeler driving licence.
• Must be comfortable travelling locally for customer meetings and business development.
• Good communication and interpersonal skills.
• Basic computer knowledge.
• Ability to manage both fieldwork and office responsibilities.
• Positive attitude, punctuality and willingness to learn. Preferred Qualifications
• Graduate in any discipline.
• Freshers are welcome.
• Candidates with experience in sales, marketing, banking, insurance or office administration will have an advantage.
• Familiarity with MS Office, Excel and email. Salary & Benefits
• Starting fixed salary.
• Additional performance-based sales incentives.
• Comprehensive initial training.
• Ongoing guidance and mentoring.
• Opportunity to develop sales, customer relationship and administrative skills.
• Long-term career development opportunities in financial services. Who Should Apply? This opportunity is particularly suitable for
• Fresh graduates looking to start their careers.
• Candidates interested in sales and financial services.
• Individuals with good communication and organisational skills.
• Candidates who enjoy interacting with people and handling office responsibilities.
• Individuals looking for a long-term professional career. Important: This is a full-time, field-sales and office-coordination position. Candidates must be comfortable with customer visits as well as routine office administrative responsibilities. This is not a work-from-home position. Insurance solicitation and sales will be subject to applicable insurer appointment, licensing and regulatory requirements. Apply Now If you are enthusiastic, organised, enjoy interacting with people and want to build a career in financial services, we would like to hear from you.

Pay

From ₹10,000.00 per month

Benefits

Leave encashment

Paid time off

Work Location

In person