Job Title: Insurance Sales Associate (Life & Health)
About Us
Agera Capital is a growing financial advisory firm focused on insurance and wealth solutions. We are building a high-performance sales team in Lucknow and looking for driven professionals who want to grow their income and career.
Role Overview
We are hiring Insurance Sales Associates to work with clients on protection and financial planning solutions, including life and health insurance.
This is a performance-driven opportunity with strong earning potential and career growth.
Positions:2
Location
Lucknow (Field + Client Meetings)
Experience Required
- 3–4 years in Insurance / BFSI Sales
- Field sales experience preferred
Key Responsibilities
- Generate leads through personal network, referrals, and field activity
- Meet clients and understand their financial needs
- Recommend suitable insurance solutions
- Manage end-to-end sales process (discussion to closure)
- Maintain client relationships and regular follow-ups
- Work towards defined performance benchmarks and revenue goals
Performance Expectations
- Regular client meetings and follow-ups
- Strong pipeline development
- Consistent achievement of business goals
Compensation
- Fixed Salary: ₹22,000 – ₹30,000 per month
- Attractive performance-linked incentives
Earning potential: ₹50,000 to ₹1,00,000+ per month
Ideal Candidate
- Strong communication and sales skills
- Confident and self-driven
- Comfortable with field work
- High earning intent
Growth Opportunity
Senior Advisor → Team Leader → Business Partner
Job Title: Mutual Fund Sales AssociateAbout Us
Agera Capital is a growing financial advisory firm focused on insurance and wealth solutions. We are building a high-performance sales team in Lucknow and looking for professionals interested in wealth management and long-term client relationships.
Role Overview
We are hiring Mutual Fund Sales Associates to work with clients on investment solutions, including SIP and lump sum investments.
This role focuses on relationship building, disciplined activity, and long-term growth.
Location
Lucknow (Field + Client Meetings)
Experience Required
- 3–4 years in Mutual Funds / Banking / BFSI Sales
- Experience in investment products preferred
Key Responsibilities
- Generate leads through referrals and field activity
- Meet clients and understand investment needs
- Recommend suitable mutual fund solutions
- Build long-term client relationships
- Maintain strong pipeline and follow-ups
- Work towards defined performance benchmarks and revenue goals
Performance Expectations
- Regular client meetings and investor discussions
- Strong pipeline development
- Consistent business generation
Compensation
- Fixed Salary: ₹20,000 – ₹25,000 per month
- Performance-linked incentives with long-term earning potential
Opportunity to build recurring income over time
Ideal Candidate
- Good communication and relationship skills
- Disciplined and self-driven
- Interest in financial markets and investments
- Long-term mindset
Growth Opportunity
Senior Advisor → Wealth Manager → Team Leader
High earning potential roles. Serious candidates looking for performance-based growth preferred.
Job Types: Full-time, Permanent
Pay: ₹25,000.00 - ₹35,000.00 per month
Benefits:
- Flexible schedule
- Paid sick time
- Work from home
Work Location: In person
