Direct Sales Executive

Department: Digital Sales / Direct Marketing / Direct Channel

Job Role: Direct Sales Manager

Job Location: Indore

Employment Type: Full-Time, Permanent

Job PurposeThe purpose of the role is to drive retail business growth by sourcing new health insurance policies through direct client acquisition. The position involves converting company-provided leads as well as generating new prospects via self-sourcing and referencing to consistently exceed assigned premium targets. 

Key Responsibilities

• Lead Generation & Sourcing: Identify and generate high-quality sales leads from the open market, personal networks, and customer references. 
• Lead Conversion: Direct follow-up and utilization of company-provided digital/inbound leads to maximize policy issuance. 
• Client Advisory: Conduct physical or virtual customer meetings to thoroughly explain unique policy features, wellness ecosystem integrations, premiums, and terms. 
• Target Achievement: Meet and exceed daily/monthly business targets, individual premium milestones, and Number of Policies (NOP) metrics to unlock competitive performance incentives. 
• Relationship Management: Build strong, long-term bonds with existing policyholders to guarantee renewal persistency and cross-sell/up-sell opportunities.
• Compliance & Documentation: Ensure absolute adherence to IRDAI regulatory guidelines and internal company compliance, seamlessly completing KYC and proposal formalities. 
• Sales Pipeline Management: Rigorously maintain the sales and lead tracker within the company CRM system, ensuring real-time status updates of customer interactions. 

Preferred Candidate Profile

• Education: Minimum Graduation in any discipline is mandatory.
• Experience: Good experience in direct sales within the BFSI domain (Health/Life Insurance sectors). d for 
• Age Limit: Ideally up to 35 years.
• Core Competencies: Strong command over local languages, excellent relationship-building skills, baseline computational/math proficiency, and an inherent drive to chase performance-based incentive frameworks.
• Prerequisites: Must be highly self-motivated, comfortable doing field visits, and hold a strong local social network.