Financial Product Sales Specialist

2 weeks ago


Aligarh, Uttar Pradesh, India beBeeInsurance Full time ₹ 35,00,000 - ₹ 70,00,000
Life Insurance Sales Executive

We are seeking a highly motivated and results-driven Life Insurance Sales Executive to drive sales growth through direct client engagement and field visits.

The ideal candidate should have a strong sales background, experience in lead generation, and the ability to convert prospects into customers.

This is a performance-oriented role that offers attractive incentives, allowances, and excellent career opportunities for professional growth.

Key Responsibilities:
  • Generate leads through field visits, cold calling, reference networks, and market activities.
  • Conduct customer meetings to understand financial needs and recommend suitable life insurance products.
  • Explain policy details, benefits, and premium options to clients and resolve their queries.
  • Achieve monthly and quarterly sales targets and contribute to overall business growth.
  • Maintain strong client relationships and ensure high levels of customer satisfaction.
  • Coordinate with teams, operations, and underwriters to ensure smooth policy processing.
  • Participate in marketing campaigns, roadshows, and customer engagement initiatives.
  • Maintain timely records of all sales activities, leads, and customer interactions in reporting formats.
  • Stay updated on market trends, competitor offerings, and regulatory guidelines.
Required Skills & Qualifications:
  • Proven field sales experience (minimum 2 years) in life insurance, financial products, or similar sectors.
  • Strong communication, negotiation, and interpersonal skills.
  • Self-motivated with the ability to work independently and meet targets.
  • Good understanding of life insurance products, customer needs, and regulatory compliance.
  • Willingness to travel extensively for field visits and customer meetings.
  • Basic computer literacy and familiarity with reporting tools or CRM systems.
Benefits:
  • Fixed salary based on experience and performance.
  • Lucrative performance-based incentives and monthly/quarterly rewards.
  • Travel and communication allowances.
  • Professional development and career growth opportunities.
  • Supportive team culture and sales enablement tools.


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