INSURANCE FIELD SALES EXECUTIVE

Job Summary

We are looking for a Field Sales Executive to drive insurance sales through direct customer engagement, lead generation, and relationship management. The candidate will be responsible for promoting various insurance products, achieving sales targets, and expanding the company’s customer base.

Key Responsibilities

• Generate leads and identify potential clients through cold calling, referrals, field visits, and networking.
• Meet clients to understand their financial needs and recommend suitable insurance products.
• Achieve monthly, quarterly, and annual sales targets.
• Conduct presentations and explain policy benefits to potential customers.
• Build and maintain long-term relationships with customers to ensure renewals and cross-selling opportunities.
• Coordinate with the sales team and branch office for smooth policy processing and claim settlements.
• Maintain daily sales reports and update CRM or internal systems regularly.
• Stay updated with industry trends, competitors’ offerings, and regulatory changes.

Required Skills & Qualifications

• Education: Minimum Graduate preferred.
• Experience: 1-3 years of experience in field sales, preferably in the insurance or financial services sector.
• Skills:
• Strong communication and negotiation skills
• Excellent interpersonal and customer service skills
• Ability to work independently and meet deadlines
• Basic knowledge of insurance products and policies
• Comfortable with extensive fieldwork and client meetings

Key Performance Indicators (KPIs)

• Monthly and quarterly sales achievement
• Number of leads generated and converted
• Client acquisition and retention rate
• Cross-selling and upselling performance

Job Type: Full-time

Pay: ₹20,000.00 - ₹35,000.00 per month

Application Question(s):

• Do you have insurance experience

Language:

• Hindi (Preferred)

Work Location: In person