Field Sales Executive

Designation - Field Sales Executive

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.