Field Sales Executive || Policy Bazaar

Roles and Responsibilities:

• ● Achieve Sales Targets: "Get the sale" using various customer sales methods
  and achieve the set business targets on ANP and case count.
  
• ● Customer Acquisition: Acquire new customers through leads, natural markets, references, and an orphan base
  .
• ● Client Meetings: Schedule and conduct meetings with prospects to perform need analysis and explain our products.
  
• ● Need-Based Selling: Implement and adhere to the Need-Based Selling Model to ensure a tailored approach to each client.
  
• ● Upselling & Cross-Selling: Leverage the orphan base of customers to upsell and cross-sell products.
  
• ● Policy Issuance: Ensure the timely issuance of policies by resolving any pending issues.
  

• ● Post-Sales Service: Provide prompt and efficient post-sales service to all allocated customers.
  
• ● Customer Engagement: Adhere to customer touch-point engagement protocols to effectively service your portfolio of customers.
  
• ● Persistency Ratio: Maintain the desired persistence ratio to ensure long-term client satisfaction and retention.
  
• ● Strategic Collaboration: Strategize and work closely with your supervisor to meet and exceed business numbers.
  
• ● Joint Sales Calls: Collaborate with your supervisor for joint sales calls when necessary.
  
• ● Sales Forecasting: Forecast sales, develop innovative sales strategies/models, and evaluate their effectiveness.
  
• ● Customer Evaluation: Evaluate customers skills and needs to build productive,long-lasting relationships.
  
• ● Lead Management: Research accounts, generate, and follow through on sales leads.
  
• ● Client Database Management: Maintain and expand the client database within your assigned territory.
  Desired Skills:
  
• ● Sales Experience: Prior sales experience, especially with insurance
  companies/DSAs, is a plus.
  
• ● Proven Track Record: Demonstrated ability to consistently exceed sales quotas.
  
• ● Sales Techniques: Familiarity with various sales techniques and pipeline management.
  
• ● Technical Proficiency: Competency in computer use and sales-related software.

• ● Communication Skills: Strong communication, negotiation, and interpersonal skills.
  
• ● Self-Motivation: Highly self-motivated and driven to achieve targets.
  
• ● Educational Background: Any graduate or equivalent qualification.