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Financial Service Associate - Insurance Sales

Job Description

Roles & Responsibilities:

  • Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
    • Meet customers to sell all financial products
    • Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited
    • Influence customers to buy FD who have no prior HDFC Deposit relationship.
    • Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
    • Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.
    • Communicate the necessary details to the customers for the products being bought by them.
    • Ensure sale is completed through / in line with the defined sales process.
    • Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)
    • and appropriate open market share for all products (PAR / ULIP / Non Par).
    • Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).
    •  Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
    • Ensure maximum joint calls with each HL executive mapped.
    • Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
    • Ensure that all documents are properly scanned and there are no mistakes while lead updating in the system.
    • Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.
    • Be updated with the latest product features to enhance his / her selling abilities
    • Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met
  • Relationship Building:
    • Manage relationship with HL executives mapped to him / her.
    • Maintain good relations with HDFC Limited
    • Maintain good relationship with Channel partners & DSA
    • Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.
  • Account Management & Servicing:
    • Manage and service the existing customer portfolio.
    • Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)
    • Timely sharing of updated reports with the customers on products being bought by them.
    • Co-ordinate with the customers at the time of renewals.
  • Certification and regulatory compliance:
    • Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products
    • The FSA has to be conscious and vigilant towards declaration of the customer information.  In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.
    • Ensure the right quality of business being sourced.


Mumbai, Nagpur, New Delhi, PAN India


2.5 to 3.5 Years

Salary Range:

As per industry standard

Functional Area:

Sales Officer

Employment Type:


Desired Candidate Profile:

  • Must be a graduate from any stream
  • Should have minimum 6 months of experience in sales (insurance)
  • Open for travelling
  • Candidate must have good communication skills


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Our Team Says

Don’t just take it from us; let our employees do the talking!

Dayanand Team

Dayanand Shevale,
Area Manager,
Mortgage Sales

img   “My tenure with HDFC Sales has been eventful and fulfilling. I was assigned the role of a ’Subject Matter Expert‘. Meanwhile, I was detected with a severe medical condition which impacted my personal and professional life for around a year. Due to the flexible working environment and extended support by my peers and manager, I was able to see through my situation.”

Varoon Team

Varoon Joshua,
Territory Manager,
Mortgage Sales

img   “HDFC Sales is the first firm where I shifted my domain from HR to Sales & Marketing. The only experience that I brought to this job was people-management. My seniors were kind enough to give me the opportunity. As a Team Manager, I have learned a lot, built networks, grown from managing a team of 12 to now 48 people as an Assistant Sales Manager. 6 years on, I am still learning, building better relationships, understanding people and helping my team make the most of their experience with HDFC Sales.”

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