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 strong negotiation abilities.
Pay & Benefits
Competitive fixed salary matching industry standards.
High incentive earning potential per policy closed.
Fuel / Local Travel Allowance.
Career advancement prospects to Relationship Manager / Team Leader roles.