Field Sales Executive Insurance

Company: Dhariwal Securities Private Ltd.

Department: Sales & Business Development

Employment Type: Full-Time

Work Location: Field-Based

Experience: Freshers and Experienced Candidates

Role Overview

We are looking for a confident and customer-oriented Field Sales Executive to acquire new clients, build relationships with individuals and families, and generate business through the company's insurance distribution services.

Key Responsibilities

- Visit prospective clients at their homes, offices and businesses to introduce the company's insurance services.

- Generate leads through networking, referrals, local business contacts, corporate visits and market surveys.

- Explain life, health, motor and other relevant insurance products in simple language.

- Understand customers' insurance requirements, budgets, existing coverage and protection needs.

- Explain policy features, advantages, premiums, coverage, exclusions, terms and conditions using approved product information.

- Arrange client meetings, presentations and follow-ups to convert prospects into customers.

- Assist with customer onboarding, KYC, proposal forms, documentation and policy application formalities.

- Coordinate with Relationship Managers, the telecalling team, backend operations and insurance partners.

- Follow up on quotations, pending documents, proposal status and policy issuance.





- Maintain relationships with existing clients for policy renewals, servicing, referrals and additional insurance needs.

- Maintain accurate records of field visits, leads, follow-ups and sales conversions in the CRM system.

- Achieve assigned monthly targets for client acquisition, meetings, policies issued and business generation.

Required Skills

- Strong communication and relationship-building skills.

- Confidence in face-to-face sales discussions.

- Interest in insurance products, financial services and customer protection.

- Ability to generate leads independently and develop a local client network.

- Good negotiation, presentation, follow-up and time-management skills.

- Basic knowledge of MS Excel, email, mobile applications and CRM systems.

- Willingness to travel locally for client meetings.

- Ability to explain product information transparently and maintain customer confidentiality.

Eligibility

- Graduates preferred; 12th-pass candidates with relevant sales experience may also be considered.

- Freshers with strong communication skills may apply.

- Experience in insurance, banking, loans, mutual funds or financial-services sales is an advantage.

Compensation

Fixed salary plus performance-based incentives, with applicable travel allowance or reimbursement as per company policy.

Interested candidates can apply with their updated CV.

📌 Filed Sales Executive - Insurance (Mumbai)
🏢 Dhariwal Developers
📍 Mumbai