Field Sales Executive

An Insurance Advisor for a general insurance company acts as a licensed intermediary, identifying customer risks and recommending suitable non-life insurance products (health, motor, home, travel). Key responsibilities include generating leads, assisting with policy documentation, facilitating renewals, and supporting clients through the claims process to ensure client retention and satisfaction. choiceconnect.in +2

Core Responsibilities & Job Duties

• Lead Generation & Sales: Building a client base via networking, referrals, and digital platforms, while consistently following up on leads to meet sales targets.
• Need Assessment: Identifying clients' financial goals and risks to suggest appropriate General Insurance policies (e.g., motor, property, health).
• Policy Servicing & Documentation: Assisting clients in completing applications, providing accurate quotes, conducting policy comparisons, and handling documentation accurately.
• Claims & Renewal Assistance: Guiding clients through the renewal process and offering support during the claims process.
• Relationship Management: Maintaining ongoing communication to build trust and address post-sales queries.
• Compliance: Ensuring all activities align with regulatory guidelines (e.g., IRDAI). lifeinsurance.adityabirlacapital.com +6

Required Skills and Qualifications

• Education: Typically a bachelor's degree in finance, business, or related field is preferred.
• Licensing: Mandatory completion of relevant insurance training and licensing (e.g., IRDAI certification).
• Communication: Excellent interpersonal skills to explain complex products clearly and build rapport.
• Analytical Skills: Ability to assess risk and compare policies effectively.
• Technological Proficiency: Familiarity with CRM tools, digital sales platforms, and communication tools (WhatsApp, email)