Sales and Marketing Executive

Field Sales Executive – Insurance Broking / SME Business

Company: First Advisor Insurance Brokers Pvt. Ltd.

Venue: Office No. 410, A Wing, Express Zone Building, Western Express Highway, Malad East, Mumbai (Nearest railway station Goregaon)

Industry: Insurance Broking / Financial Services

Job Role: Target-Based Sales Position

About the Company

First Advisor Insurance Brokers Pvt. Ltd. is an insurance broking company providing a wide range of insurance solutions, including Health

Insurance, Motor Insurance, Term Insurance, Travel Insurance, Business

Insurance, Family Insurance, Home Insurance, and other corporate and commercial

insurance products.

We are looking for an energetic and target-oriented Field Sales

Executive – Insurance Broking / SME Business to develop new business and expand our SME and commercial insurance portfolio.

Job Summary

The selected candidate will be responsible for field marketing, new

client acquisition, SME business development, insurance sales, client meetings,

lead generation, and achieving monthly and annual business targets.

This is a target-based sales position that requires regular field visits, strong communication skills, business development ability, and the capability to build relationships with SME owners, business professionals, companies, and other potential customers.

Key Responsibilities

1. Field Marketing & Business Development

· Conduct regular field visits to identify and meet potential customers and business owners.

· Generate new leads through market visits, references, networking, business associations, and other channels.

· Identify potential SMEs, corporates, traders, manufacturers, professionals, and business establishments.

· Develop new business opportunities in the assigned territory.

· Promote and market the insurance products and services offered by the company.

· Build strong relationships with SME owners, business partners, and corporate clients.

2. SME Insurance Business

· Identify the insurance requirements of SMEs and business establishments.

· Understand the client's business and recommend suitable insurance solutions.

· Generate business for products such as:

o Group Health Insurance

o Group Personal Accident Insurance

o Commercial Vehicle Insurance

o Fire Insurance

o Marine Insurance

o Property Insurance

o Liability Insurance

o Business Insurance

o Workmen Compensation Insurance

o Employee Benefit Insurance

o Other General and Commercial Insurance Products

3. Sales & Target Achievement

· Achieve monthly, quarterly, and annual sales targets.

· Generate new business and achieve premium targets as assigned by management.

· Convert leads into successful business opportunities.

· Maintain a healthy sales pipeline.

· Follow up regularly with prospective clients.

· Ensure timely submission of proposals and required documents.

· Achieve individual and team sales targets.

4. Client Relationship Management

· Develop and maintain long-term relationships with clients.

· Understand client requirements and provide suitable insurance solutions.

· Coordinate with the internal operations and insurance team for quotations, proposals, policy issuance, and renewals.

· Provide regular follow-up and support to clients.

· Maintain a professional relationship with existing and new customers.

5. Market Intelligence

· Monitor market trends, competitor activities, and customer requirements.

· Identify new business opportunities within the assigned territory.

· Provide regular feedback to management regarding market conditions and competitor pricing.

· Develop strategies to increase business from the SME segment.

6. Reporting & Compliance

· Submit daily field visit reports and sales activity reports.

· Maintain accurate records of leads, meetings, follow-ups, and business conversions.

· Update the CRM or company reporting system regularly.

· Follow company policies, sales procedures, and applicable insurance regulations.

· Ensure proper documentation and transparent communication with clients.

Candidate Profile

We are looking for candidates who are:

· Highly energetic and target-oriented.

· Comfortable with regular field visits and client meetings.

· Strong in communication and negotiation skills.

· Good at lead generation and business development.

· Capable of working independently and achieving sales targets.

· Willing to build a career in insurance sales and business development.

Eligibility & Experience

· Graduate in any discipline preferred.

· 1–5 years of experience in field sales, B2B sales, SME sales, corporate sales, or insurance sales.

· Candidates with prior experience in an insurance broking company,

insurance company, corporate insurance sales, or SME insurance business will be

preferred.

· Experience in selling commercial or corporate insurance products will be an added advantage.

· Freshers with strong communication and sales skills may also be considered.

Required Skills

· Field Sales

· B2B Sales

· SME Business Development

· Insurance Sales

· Lead Generation

· Client Acquisition

· Corporate Sales

· Negotiation Skills

· Relationship Management

· Target Achievement

· Good Communication Skills

· Market Development

Compensation & Benefits

· Salary: As per experience, qualification, and market standards.

· Attractive performance-based incentives and commissions.

· Career growth opportunities in the insurance broking industry.

· Opportunity to work with multiple insurance products and insurance companies.

· Training and product knowledge support.

· Performance-based growth opportunities.

Important Note

This is a target-oriented field sales position. The candidate must be comfortable with regular field visits, meeting clients, generating new business, and achieving assigned sales targets.

Candidates having experience in an insurance broking company,

insurance company, corporate insurance sales, or SME business development will

be given preference.