Filed Sales Executive - Insurance

Dhariwal Developers; Mumbai Suburban, Mumbai; On-site; INR 250,000 - 450,000; Full time

Job summary

Dhariwal Securities Private Ltd. is seeking a Field Sales Executive to acquire clients and build relationships for our insurance distribution services. The role is field-based, requiring visiting homes and offices to present life, health, and other insurance products.

The ideal candidate has strong communication, negotiation and presentation skills, with the ability to generate leads and maintain CRM records. Freshers and experienced candidates are welcome to apply.

Qualifications

• 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.

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, benefits, 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.

Skills

Communication skills

Relationship-building

Face-to-face sales

Lead generation

Negotiation

Presentation skills

Time management

CRM familiarity

MS Excel

Travel locally

Education

Graduates preferred

12th-pass with sales experience

Tools

CRM systems

Job description

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, benefits, 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.