VirtuHR India
Website:
virtuhr.in
Job details:
NOTE: BEFORE APPLYING PLEASE GO THROUGH THE JD AND CHECK IF YOUR PROFILE DOES ALIGN WITH THIS ROLE
Job Title: Risk Insurance Sales Consultants
Experience: 2yrs and above
Location: Malad
Salary: 30K to 40K monthly (3.6Lpa to 4.8Lpa)
Timings: Shift starts around 5am/5.30am
Role
We are looking for a confident and commercially minded Risk Insurance Sales Consultant who combines strong client communication with knowledge of Australian life insurance. This role suits someone who can educate, build trust, follow up consistently and convert warm leads into clients.
This person will work with incoming leads and prospective clients, help them understand Life, TPD, Trauma and Income Protection, and move them confidently toward the next step. Advisor (PIA) will remain responsible for the adviser-level conversation and regulated advice where required.
Responsibilities
- Contact inbound leads and prospective clients by phone and other approved communication channels.
- Conduct initial discovery conversations to understand family circumstances, income, liabilities and protection concerns.
- Explain Life, TPD, Trauma and Income Protection in simple, client-friendly language.
- Explain the difference between insurance inside and outside superannuation at a high level.
- Help clients understand the importance of appropriate personal protection and the consequences of being underinsured.
- Handle common objections around cost, timing, superannuation and whether cover is necessary.
- Build trust and move suitable prospects toward an adviser appointment or application.
- Follow up leads consistently and professionally by phone, WhatsApp, SMS and email.
- Re-engage prospects who have not yet proceeded and maintain an organised pipeline.
- Prepare or assist with insurance quotes and comparisons where required.
- Work closely with Principal Insurance Advisor and the case-management team to ensure a smooth handover and client experience.
- Assist clients through applications and follow-up steps where appropriate.
- Maintain detailed CRM notes, lead stages and follow-up actions.
- Work toward agreed activity, appointment and conversion targets.
Required Experience & Skills
- Experience in Australian financial services, life insurance, mortgage broking, financial planning or a similar client-facing industry.
- Previous experience selling or discussing Life, TPD, Trauma or Income Protection is highly desirable.
- Strong sales background with evidence of converting leads and managing a pipeline.
- Excellent spoken English, telephone confidence and professional client communication.
- Comfortable speaking with Australian clients and understanding Australian service expectations.
- Ability to explain complex financial concepts simply and clearly.
- Strong objection-handling and follow-up skills without being pushy.
- Warm, credible and relationship-focused communication style.
- Experience using CRM and lead-management systems.
- Previous Australian-process, international voice, financial-services or insurance-sales experience will be highly regarded.
Prefered Candidate Background
- Australian life-insurance sales or client-engagement specialist
- Australian financial-services sales consultant
- Adviser-support professional with strong client-facing and conversion skills
- International voice or sales professional with financial-services experience and strong insurance knowledge.
Skills: sales consultant,income protection,insurance advisor,risk insurance,international insurance,customer service,life insurance,australian insurance,tpd,insurance consultant,telecalling
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