Job Description

Position:

Inside Sales Executive

Experience:

Minimum 2 years in insurance/financial product sales

Location:

Gurugram

Employment Type:

Full-time

Job Role & Responsibilities:

Proactively engage

with potential customers via

calls, emails, and digital channels

to sell other pension plans.

Compare pension plans

NPS, LIC, HDFC, etc. Generate leads through

cold calling, referrals, and database management

. Explain

retirement planning benefits

, including

tax savings (80C/10(10D)), guaranteed income, and annuity options

. Address customer objections and provide

tailored solutions

based on financial goals. Achieve monthly

sales targets

and maintain high conversion rates. Maintain CRM records and follow up with leads for closures.

Required Skills & Qualifications:

Minimum

2 years of experience in inside sales

insurance, mutual funds, or banking . Strong knowledge of

retirement plans, pension schemes, and tax-saving investments

. Ability to

compare pension plans

and articulate key differentiators. Excellent

communication, persuasion, and objection-handling skills

. Familiarity with

CRM tools

and digital sales processes.

IRDA certification

(preferred but not mandatory).

Desired Keywords for Ideal Candidate:

Retirement plan sales Pension scheme advisor Compare NPS, LIC, and pension plans Tax-free retirement income Inside sales for financial products Lead generation and conversion CRM management in financial sales
Job Type: Full-time

Pay: ?40,000.00 - ?50,000.00 per month

Benefits:

Flexible schedule Paid sick time Provident Fund Work from home
Schedule:

Day shift
Work Location: In person

Speak with the employer

+91 9810841579