Field Sales Executive

Direct Marketing:

-direct visiting at customer places, leads will be provided by the company only.

-Cold calling, Identify and approach potential customers

-Meet prospective clients and understand their requirements

-Present products/services and explain key benefits, financial planning

-Follow up with leads and convert prospects into customers

-Maintain strong client relationships and ensure customer satisfaction

-Achieve monthly sales targets and maintain sales reports

Banca Channel:

* Work from assigned partner bank branches Life Insurance business.

* Build strong relationships with Bank RMs and branch teams, assist them with leads and customer requirements, and achieve insurance sales targets.

* Work on leads generated through the bank, explain suitable life insurance products, and coordinate with the RM to convert them into business.

* Conduct customer visits whenever required, including visiting the customer’s place along with the RM to support meetings and close the business.

Agency Channel:

* Partner Recruitment & Onboarding: Source, recruit, and onboard high-potential channel partners, agents, or financial consultants

* Sales Target Achievement: Drive business metrics including top-line revenue, product mix, and persistency targets through your assigned network.

* Training & Enablement: Conduct product training sessions on life and pension plans, and guide partners through regulatory licensing processes like IRDAI

* Joint Field Support: Accompany partners on client calls, conduct morning huddles, and assist with objection handling and pre/post-sales service including claims.

* Performance Tracking: Monitor partner activity levels, conduct regular reviews, and ensure full compliance with company policies and statutory regulations