Business Development Executive

Designation - Business Development Executive (Field sales)

Location - Mysore

Experience - 2 to 3 years

Job Overview: The Field Executive - Financial Products Sales will be responsible for promoting and

selling our range of insurance and investment financial products to prospective clients. This role

requires a proactive individual with strong sales acumen, excellent communication skills, and a deep

understanding of financial products and services.

Responsibilities:

Prospect and identify potential clients through various channels, including cold

calling, networking events, referrals, and other lead generation strategies.

Conduct thorough needs assessments to understand clients financial goals, risk

tolerance, and insurance/investment needs.

Present and explain our insurance and investment financial products and services to

clients, emphasizing their features, benefits, and suitability to meet clients specific

needs.

Provide personalized recommendations and financial advice to clients based on their

individual circumstances, objectives, and preferences.

Develop and maintain strong relationships with clients to foster trust and loyalty, and

to generate repeat business and referrals.

Stay informed about industry trends, regulatory changes, and market developments

affecting insurance and investment products, and communicate relevant information

to clients.

Meet or exceed sales targets and performance metrics, including sales quotas,

• revenue targets, and client satisfaction goals.