Field Sales Executive - BFSI

1 - 6 years

0 Lacs

Posted:10 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Purpose

To offer customized insurance solution to the customers for all their financial needs and act as an
interface between customer and company

 

Responsibilities

To direct sell to the customers via appointments ( Office/ Home visits).
To ensure that leads/ appointments allocated by the call center areattended and revenue is generated To ensure Self Sourcing Targets are achieved To ensure business Reporting, MIS on sales call ( LMS) , LeadUtilization and conversion are updated and maintained on a daily basis

Specific Authorities(
Financial & NonFinancial)

NA

Key Performance
Indicators

New Business Target Achievement = 100%
Renewal Business = 85%

HR/ JD/ Ver1.0/1st Feb 2020

Internal

Job Requirements

Qualifications graduation Minimum Qualification , proficiency in MS Excel
Experience Minimum 1 year of Sales experience, Life Insurance Direct Sales

experience preferred

Functional
Competencies

Knowledge of Financial Markets
Sales Process Implementation Business Planning Competition Benchmarking

Behavioral
Competencies

Anticipate and leverage business opportunities
Build customer relationships Customer orientation Take accountability for results

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