Unit Manager – Insurance

Skills this role screens for

The company

About the Company

Pacifique Investments is building a strong insurance distribution ecosystem focused on helping customers make informed decisions about life, health, and protection planning. The organization values trusted advisory relationships, responsible business practices, and sustainable growth through capable distribution partners.

The work

Responsibilities

• Build, onboard, activate, train, and support a network of insurance distributor partners.
• Engage prospective and existing clients to understand their insurance and protection needs.
• Recommend suitable life insurance, health insurance, and protection planning solutions.
• Explain policy features, coverage, benefits, riders, documentation, renewals, servicing, and claim processes clearly.
• Provide business development support to partners and develop long-term client relationships.
• Identify cross-selling and up-selling opportunities while maintaining accurate records of client interactions and policy activity.
• Achieve assigned premium generation, policy issuance, renewal, retention, and business targets while following applicable regulatory requirements.

Who they want

Requirements

This is a full-time, in-office opportunity based in Surat, Gujarat, offering a monthly salary of ₹25,000–₹35,000. The role provides professional growth, career advancement, training and development, and a supportive collaborative work environment.

• Graduate in any discipline with strong verbal and written communication skills.
• Excellent persuasion, negotiation, relationship-building, advisory, follow-up, and problem-solving abilities.
• A customer-centric, self-motivated, and target-oriented approach.
• Ability to explain financial and insurance products confidently and in simple language.
• Experience in insurance sales, financial services, banking, wealth management, or customer advisory roles is preferred; experience in life, health, or general insurance sales is an advantage.
• Freshers with strong communication and sales aptitude may also apply.
• IRDAI certification is an added advantage.
• A personal vehicle and valid driving licence are required for work-related travel.