Field Sales Executive

Job highlights

• PF, Mobile Allowance, Health InsuranceJob DescriptionFor Direct Channel--Cold calling, Identify and approach potential customers-Meet prospective clients and understand their requirements-Present products/services and explain key benefits, financial planning-Follow up with leads and convert prospects into customers-Maintain strong client relationships and ensure customer satisfaction-Achieve monthly sales targets and maintain sales reportsFor Banca-* Manage the assigned bank branch and achieve life insurance sales targets through the banca channel.* Coordinate with bank staff, work on customer leads/data, and promote suitable insurance products.* Conduct regular field visits to meet customers, understand their requirements, and generate business.* Follow up with customers and bank leads while consistently achieving monthly sales targets.For Agency:-Partner Recruitment & Onboarding: Source, recruit, and onboard high-potential channel partners, agents, or financial consultants-Sales Targ

For Direct Channel- -Cold calling, Identify and approach potential customers -Meet prospective clients and understand their requirements -Present products/services and explain key benefits, financial planning -Follow up with leads and convert prospects into customers -Maintain strong client relationships and ensure customer satisfaction -Achieve monthly sales targets and maintain sales reports For Banca- * Manage the assigned bank branch and achieve life insurance sales targets through the banca channel. * Coordinate with bank staff, work on customer leads/data, and promote suitable insurance products. * Conduct regular field visits to meet customers, understand their requirements, and generate business. * Follow up with customers and bank leads while consistently achieving monthly sales targets. For Agency: -Partner Recruitment & Onboarding: Source, recruit, and onboard high-potential channel partners, agents, or financial consultants -Sales Target Achievement: Drive business metrics including top-line revenue, product mix, and persistency targets through your assigned network. -Training & Enablement: Conduct product training sessions on life and pension plans, and guide partners through regulatory licensing processes like IRDAI -Joint Field Support: Accompany partners on client calls, conduct morning huddles, and assist with objection handling and pre/post-sales service including claims. -Performance Tracking: Monitor partner activity levels, conduct regular reviews, and ensure full compliance with company policies and statutory regulations For Partnership Channel- * Work from assigned partner bank branches (such as Equitas Bank, Canara Bank and other partner banks) to drive Canara Life Insurance business. * Build strong relationships with Bank RMs and branch teams, assist them with leads and customer requirements, and achieve insurance sales targets. * Work on leads generated through the bank, explain suitable life insurance products, and coordinate with the RM to convert them into business. * Conduct customer visits whenever required, including visiting the customer’s place along with the RM to support meetings and close the business.