Salesperson

Company Description VEEZINSURE Insurance Broking Pvt Ltd is an insurance broking firm that focuses on helping clients select and manage insurance solutions that fit their individual and business needs. The company works with multiple insurers to offer a range of products, including health, life, motor, and commercial insurance. VEEZINSURE emphasizes transparent advice, customer education, and long-term relationship building. Team members are encouraged to provide ethical, client-centric service while meeting high professional standards. The organization offers opportunities to grow in the insurance and financial services sector.
Role Description This is a full-time, on-site Salesperson role based in Thane. The Salesperson will engage with prospective and existing clients to understand their insurance needs, explain suitable products, and support them through the purchase process. Day-to-day responsibilities include generating leads, following up on inquiries, scheduling and attending client meetings, preparing quotations, and coordinating with insurers and internal teams for policy issuance and servicing. The role involves maintaining accurate records of client interactions, meeting sales and service targets, and staying updated on insurance products and regulatory guidelines. The Salesperson will also participate in local marketing activities and contribute to building a positive brand presence in the Thane market.
Qualifications
Ability to understand customer needs, explain insurance products clearly, and build long-term client relationships.
Strong communication, negotiation, and basic presentation skills for in-person and phone-based sales.
Comfort with lead generation, follow-up, and working toward defined sales and revenue targets.
Basic numerical and analytical skills to prepare quotations, compare plans, and handle documentation accurately.
Proficiency with common office software (email, spreadsheets, CRM tools) and maintaining organized records.
Self-motivated, reliable, and able to work independently while collaborating effectively with team members.
Prior experience in insurance sales, financial services, or related customer-facing roles is an advantage.
Relevant educational background in business, commerce, finance, or any field; regulatory certifications or licenses related to insurance broking are a plus.

Work arrangement
No