Financial Sales Executive

Job Title: Insurance & Mutual Fund Sales Executive

Location: Bengaluru

Job Type: Full-Time | On-Field / Hybrid | Freshers & Experienced (2–3 years)

Job Responsibilities:

• Prospect and acquire new clients for life insurance, health insurance, and mutual fund investments.
• Understand clients' financial needs and recommend suitable products (term plans, SIPs, etc.).
• Explain policy and fund features, benefits, charges, and investment options.
• Follow up on leads generated through marketing campaigns and referrals.
• Assist in documentation, KYC, and policy/mutual fund application processes.
• Build long-term relationships and ensure client satisfaction and retention.
• Maintain MIS reports and meet monthly sales targets.

Eligibility Criteria:

For Freshers:

• 12th Pass with interest in finance and sales.
• Good communication and interpersonal skills.
• Willingness to learn financial products and do field/client visits.

For Experienced (2–3 years):

• Proven experience in life/health insurance and/or mutual fund sales.
• Strong client handling and closing skills.

Key Skills Required:

• Sales & Target Orientation
• Customer Relationship Management
• Basic Knowledge of Insurance & Mutual Fund Products
• Communication & Presentation Skills
• Self-Motivation and Goal-Focus

Compensation:

• Freshers: Fixed stipend/salary + Attractive incentives
• Experienced: Competitive fixed salary + Performance-based commissions/incentives

How to Apply:

Send your updated resume to [email protected].

Job Types: Part-time, Fresher, Contractual / Temporary, Freelance

Pay: ₹10,000.00 - ₹30,000.00 per month

Benefits:

• Cell phone reimbursement
• Work from home

Schedule:

• Weekend availability

Supplemental Pay:

• Commission pay
• Performance bonus

Education:

• Secondary(10th Pass) (Required)

Language:

• English (Preferred)

Willingness to travel:

• 25% (Required)

Work Location: In person