Department: Digital Sales / Direct Marketing / Direct Channel

Job Role: Direct Sales Manager

Job Location: Indore

Employment Type: Full time, Permanent

Job PurposeThe purpose of the role is to drive retail business growth by sourcing recent health insurance policies through direct client acquisition. The position involves converting company-provided leads as well as generating recent prospects via self-sourcing and referencing to consistently exceed assigned premium targets.

Key Responsibilities
Lead Generation & Sourcing: Identify and generate high-quality sales leads from the open market, personal networks, and customer references.
Lead Conversion: Direct follow-up and utilization of company-provided digital/inbound leads to maximize policy issuance.
Client Advisory: Conduct physical or virtual customer meetings to thoroughly explain unique policy features, wellness ecosystem integrations, premiums, and terms.
Target Achievement: Meet and exceed daily/monthly business targets, individual premium milestones, and Number of Policies (NOP) metrics to unlock competitive performance incentives.
Relationship Management: Build strong,



long-term bonds with existing policyholders to guarantee renewal persistency and cross-sell/up-sell opportunities.
Compliance & Documentation: Ensure absolute adherence to IRDAI regulatory guidelines and internal company compliance, seamlessly completing KYC and proposal formalities.
Sales Pipeline Management: Rigorously maintain the sales and lead tracker within the company CRM system, ensuring real-time status updates of customer interactions.

Preferred Candidate Profile
Education: Minimum Graduation in any discipline is mandatory.
Experience: Good experience in direct sales within the BFSI domain (Health/Life Insurance sectors). d for
Age Limit: Ideally up to 35 years.
Core Competencies: Solid command over local languages, excellent relationship-building skills, baseline computational/math proficiency, and an inherent drive to chase performance-based incentive frameworks.
Prerequisites: Must be highly self-motivated, comfortable doing field visits, and hold a strong local social network.

📌 Direct Sales Executive Indore (India)
🏢 Terrascale Innovation
📍 India