Field Sales Executive - Life Insurance (Term & ULIPs)
Key Responsibilities
- Field Prospecting: Conduct daily field visits across Rajkot to meet potential clients, analyze their financial needs, and recommend appropriate Life Insurance solutions.
- Product Advisory: Present and pitch tailored insurance options, primarily focusing on Term Plans and ULIPs (Unit Linked Insurance Plans).
- Lead Generation: Build and nurture a local prospective buyer pipeline through direct cold outreach, personal networks, and market contacts.
- End-to-End Sales: Assist clients through policy selection, proposal documentation, medical test coordination, and policy issuance.
- Target Achievement: Meet and exceed monthly and quarterly sales targets consistently.
Requirements
- Experience: Minimum 1 year of proven track record in field sales (Life Insurance, Mutual Funds, Financial Products, or CASA).
- Market Familiarity:
Strong understanding of the local Rajkot market and surrounding areas.
- Product Knowledge: Familiarity with Term Insurance, ULIPs, and financial protection basics.
- Mobility: Must possess a two-wheeler and a valid driving license for local client meetings.
- Attributes: High field-work stamina, self-driven, excellent communication skills, and solid negotiation abilities.
Pay & Benefits
- Competitive fixed salary matching industry standards.
- High incentive earning potential per policy closed.
- Fuel / Local Travel Allowance.
- Career advancement opportunities to Relationship Manager / Team Leader roles.