Field Sales Executive - Life Insurance

Placement Services; Howrah; On-site; INR 250,000 - 450,000; Full time

Job summary

Placement Services in India seeks a motivated Field Sales Executive to drive life insurance sales, identify prospects, and expand the customer base through field activity.

You will engage clients, present tailored insurance solutions, and maintain CRM records while collaborating with the sales team to meet targets. Strong communication and closing skills are essential.

Qualifications

• Experience selling life insurance or financial products is beneficial.
• Ability to understand client needs and tailor solutions accordingly.
• Strong communication, negotiation, and relationship-building skills.

Responsibilities

• Engage with potential clients in the field to promote and sell life insurance products.
• Build and maintain relationships to ensure customer satisfaction and retention.
• Conduct market research to identify new sales opportunities and stay updated on industry trends.
• Prepare and deliver presentations to clients, explaining the benefits of life insurance offerings.
• Collaborate with the sales team to develop effective sales strategies and achieve targets.
• Maintain accurate records of sales activities and client interactions in the CRM system.

Skills

Life insurance products

Sales process

Communication

Interpersonal skills

Negotiation

CRM software

Microsoft Office

Tools

CRM software

Microsoft Office

Job description

We are seeking a motivated and dynamic Field Sales Executive to join our team in the life insurance sector. The ideal candidate will be responsible for driving sales and expanding our customer base through effective field sales strategies. This role requires a proactive approach to identifying potential clients, understanding their needs, and providing tailored insurance solutions that meet those needs.

Key Responsibilities:

• Engage with potential clients in the field to promote and sell life insurance products.
• Build and maintain strong relationships with clients to ensure customer satisfaction and retention.
• Conduct market research to identify new sales opportunities and stay updated on industry trends.
• Prepare and deliver presentations to clients, explaining the benefits of our life insurance offerings.
• Collaborate with the sales team to develop effective sales strategies and achieve sales targets.
• Maintain accurate records of sales activities and client interactions in the CRM system.

Required Skills:

• Strong knowledge of life insurance products and the sales process.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong negotiation and closing skills.
• Proficiency in using CRM software and Microsoft Office Suite.

If you are passionate about sales and have a desire to help individuals secure their financial future through life insurance, we encourage you to apply for this exciting opportunity. Join us in making a difference in the lives of our clients while achieving your career goals in a rewarding field.