– 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 new 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 strong 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 - Strong communication and interpersonal skills - Good 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 skilled 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