Job Type : Full time | Field Job Working Hours : 10:00 AM - 6:00 PM

About the Role : We are looking for a proactive and client-focused Insurance Sales & Servicing Executive to join our team. This is a field-based role where you'll be meeting clients at their homes and offices, understanding their financial goals, and helping them choose the right investment and insurance solutions.

Key Responsibilities :
Visit clients at their homes/offices to understand their financial and investment needs
Recommend suitable insurance and investment products based on client requirements
Collect insurance premiums from existing clients
Handle policy servicing — including issuing receipts, resolving client queries, and maintaining records
Deliver gifts/tokens to clients as part of relationship management
Build and maintain long-term relationships with clients for repeat business and referrals




Ensure timely follow-ups and accurate documentation of all client interactions

Requirements :
Excellent communication and interpersonal skills
Comfortable with daily travel/field work across the city
Productive, organized, and able to manage time across multiple client visits per day
Basic knowledge of insurance/investment products preferred (training will be provided)
Two-wheeler and valid license preferred (for field visits)
Prior experience in sales, insurance, or client servicing is a plus but not mandatory

What We Offer :
Fixed salary + incentives on collections (FD collections)
Training and support to help you succeed in the role
Growth opportunities within the organization

Pay: ₹12,000.00 - ₹18,000.00 per month

Work Location: In person

📌 Insurance Sales Executive Field Role Ahmedabad
🏢 Progressive Parivar Insurance House
📍 Ahmedabad