Job Description – Direct Sales Executive / Life Insurance Advisor

Position: Direct Sales Executive – Life Insurance

Department: Sales / Distribution

Experience: 1–5 years in direct sales, BFSI, insurance, banking, financial products, telecom, or other B2C sales

Location: [City/Location]

Employment Type: Full time

Job Purpose

To drive life insurance business through direct customer acquisition, relationship building, need-based selling, and consistent achievement of business and productivity targets.

Key Responsibilities
Generate current customers through field visits, references, leads, networking, and local market activities.
Identify customer financial needs and recommend suitable life insurance solutions.
Sell life insurance products including protection, savings, investment, retirement, and child-focused plans.
Conduct customer meetings and explain product features, benefits, premiums, and policy terms.
Build and maintain long-term relationships with customers.
Follow up on leads and convert prospects into business.
Ensure complete and accurate documentation and smooth policy issuance.
Achieve monthly business, premium, policy, and productivity targets.
Generate referrals from existing customers and develop a robust prospect pipeline.




Ensure high customer satisfaction and support policy servicing and renewals.
Maintain daily sales activity, lead, and conversion reports.
Follow all regulatory, compliance, and company guidelines.

Key Skills
Solid communication and interpersonal skills
Valuable convincing and negotiation ability
Customer-centric approach
Strong sales orientation and target focus
Ability to work independently and in the field
Good local market knowledge and networking skills
Basic understanding of financial and insurance products

Key Performance Indicators
Monthly/annual premium or WRP achievement
Number of new policies
Lead generation and conversion
Customer acquisition
Persistency and renewal performance
Referral generation
Activity and productivity levels

Compensation

Fixed Salary + Attractive Incentives + Performance-based Rewards

Career Growth: Executive → Senior Executive → Sales Manager → Area/Branch Leadership roles, based on performance.

Ideal Candidate

A self-driven sales professional who enjoys meeting people, building relationships, generating business, and wants to build a long-term career in the life insurance industry.

📌 Field Sales Executive Hyderabad
🏢 India First Life Insurance
📍 Hyderabad