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Sales Officer

stepup hr services Full Time Business Bangalore, Chennai Posted 16/7/2026

Job Description

About the Role

As a Sales Officer at stepup hr services, you will be responsible for generating new business leads and driving revenue growth through effective sales strategies. Your primary focus will be on promoting insurance and home loan products to potential customers, with a strong emphasis on cross-selling and upselling existing clients.

Day-to-day, you will be interacting with clients, understanding their needs, and providing tailored solutions to meet their financial goals. You will also be working closely with the sales team to share best practices, collaborate on leads, and achieve sales targets.

Key Responsibilities

  • Generate new business leads through cold calling, networking, and referrals
  • Develop and execute sales strategies to meet or exceed monthly sales targets
  • Build and maintain strong relationships with clients to understand their financial needs and provide personalized solutions
  • Upsell and cross-sell existing clients to increase revenue and customer lifetime value
  • Collaborate with the sales team to share knowledge, best practices, and leads to achieve collective sales targets
  • Stay up-to-date with industry trends, market conditions, and competitor activity to inform sales strategies
  • Meet or exceed sales targets, while maintaining a high level of customer satisfaction and retention

Skills & Qualifications

  • Strong sales and communication skills, with the ability to build rapport with clients and close deals
  • Basic knowledge of insurance and home loan products, with a willingness to learn and develop expertise
  • Ability to work in a fast-paced environment, meeting sales targets and deadlines
  • Strong analytical and problem-solving skills, with the ability to identify opportunities and develop solutions
  • Bachelor's degree in Business Administration, Marketing, or a related field
  • Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint
  • 1-2 years of sales experience, preferably in the insurance or financial services industry

What You'll Learn

As a Sales Officer at stepup hr services, you will have the opportunity to develop a wide range of skills, including sales, marketing, and customer relationship management. You will learn how to build strong relationships with clients, identify opportunities, and develop effective sales strategies to meet or exceed sales targets.

You will also have the chance to work with a talented team of sales professionals, sharing knowledge, best practices, and leads to achieve collective sales targets. This role will provide you with a solid foundation in sales and a clear path for career advancement in the financial services industry.

Resume Tip

When applying for a Sales Officer role, make sure to highlight your sales and communication skills, as well as any relevant experience or training you have in the insurance or financial services industry. Use specific examples to demonstrate your ability to build strong relationships with clients, identify opportunities, and develop effective sales strategies. Tailor your resume to the specific job requirements and use keywords from the job description to help your application pass through applicant tracking systems (ATS).

Skills Required

salescross selling
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