Direct Insurance Sales Executive

Position Overview

A Direct Insurance Sales Executive (Field Operations) focuses on direct, face-to-face acquisition of individual and business clients. This role requires cold canvassing, local market coverage, and end-to-end sales closing to meet month-on-month targets.

Primary Responsibilities

* Direct Prospecting: Conduct daily field visits, door-to-door meetings, and local market drives to build a steady pipeline of prospective policyholders.

* Product Pitching: Present life, health, vehicle, and commercial insurance products directly to customers, matching coverage to their specific risk requirements.

* On-the-Spot Closing: Manage the complete sales cycle—from pitch presentation and premium calculation to objection handling and payment collection.

* KYC & Onboarding: Collect required identity/financial documents, complete proposal forms accurately, and ensure regulatory compliance.

* Lead Activation: Follow up on company-provided leads, walk-ins, and customer referrals within assigned geographic territories.

Core Requirements

* Vehicle Requirement: Must have a personal bike / two-wheeler with a valid driver’s license for daily travel.

* Work Preference: Must be ready to work extensive hours in the field across assigned territories.

* Experience: 0–4 years in direct field sales (BFSI, telecom, consumer goods, or financial products).

* Key Skills: Strong persuasive capability, local language fluency, and high resilience to field rejection.

Core Performance Metrics (KPIs)

| Metric Category | Target Metrics |

| Field Activity | 10–15 prospective customer meetings per day |

| Sales Output | Monthly Premium Volume & Policy Count (NOP) |

| Conversion Rate | Minimum 15–20% closure rate on total pitches |

| Quality & Persistence | Low policy lapse rate & 100% KYC compliance |

Any location all over Odisha