Field Sales Executive - BFSI

Job Purpose

To offer customized insurance solution to the customers for all their financial needs and act as an

interface between customer and company

Responsibilities

To direct sell to the customers via appointments ( Office / Home visits).

To ensure that leads / appointments allocated by the call center are

attended and revenue is generated

To ensure Self Sourcing Targets are achieved

To ensure business Reporting, MIS on sales call ( LMS) , Lead

Utilization and conversion are updated and maintained on a daily basis

Specific Authorities(

Financial Non

Financial)

NA

Key Performance

Indicators

New Business Target Achievement = 100%

Renewal Business = 85%

HR / JD / Ver1.0 / 1st Feb 2020

Internal

Job Requirements

Qualificationsgraduation Minimum Qualification , Proficiency In MS Excel

Experience Minimum 1 year of Sales experience, Life Insurance Direct Sales

Experience Preferred

Functional

Competencies

Knowledge of Financial Markets

Sales Process Implementation

Business Planning

Competition Benchmarking

Behavioral

Competencies

Anticipate and leverage business opportunities

Build customer relationships

Customer orientation

Take accountability for results

This job is provided by Shine.com

Skills Required

Ms Excel, Business Planning, sales process implementation