Job Title:
Insurance Sales Executive For Field

Job Description:
Key Responsibilities:
1. Sales and Marketing: Sell insurance products to new and existing clients, identifying their insurance needs and providing tailored solutions.

2. Client Acquisition: Prospect for current clients through various channels, such as referrals, networking, and lead generation.

3. Needs Analysis: Conduct needs analysis to determine clients' insurance requirements and provide recommendations.

4. Policy Explanation: Explain policy terms, conditions, and benefits to clients, ensuring they understand their coverage.

5. Premium Collection: Collect premiums from clients and ensure timely payment.

6. Client Servicing: Provide excellent customer service, addressing client queries, and resolving issues promptly.

7. Renewals and Upselling: Manage policy renewals and identify opportunities to upsell or cross-sell insurance products.

Performance Indicators:
1. Sales Targets:



Achieve monthly/quarterly sales targets for insurance products.

2. Client Acquisition: Meet or exceed client acquisition targets

3. Client Retention: Maintain a high client retention rate.

4. Policy Renewal Rate: Achieve a high policy renewal rate.

Skills and Qualifications:
1. Education: Bachelor's degree in a related field (e.g., business, finance, marketing).

2. Experience: 1-3 years of experience in sales, marketing, or insurance.

3. Communication: Excellent communication, interpersonal, and presentation skills.

Working Conditions:
1. Work Workplace: Office-based or field-based, with frequent travel to meet clients and prospects.

2. Working Hours: Standard working hours, with flexibility to work extended hours during peak periods.

Pay: ₹15,000.00 - ₹18,000.00 per month

Benefits:
- Flexible schedule
- Paid sick time

Work Location: In person

📌 Insurance Sales Executive (Patna)
🏢 FMNK ADVISORY SERVICES
📍 Patna