We are hiring a Field Sales Executive to promote and sell financial products such as loans, insurance, and investment plans. The role involves client visits, lead generation, and achieving sales targets by building strong customer relationships in the finance sector.
We are seeking a proactive and result-driven Field Sales Executive to join our team in the finance domain. The ideal candidate will be responsible for promoting and selling financial products such as personal loans, business loans, insurance policies, investment plans, or other banking solutions by directly engaging with potential clients in the field.
This role involves identifying sales opportunities, building relationships, conducting product presentations, and ensuring a seamless client onboarding experience. The candidate must be confident, persuasive, and committed to meeting sales targets within assigned areas.
Visit potential clients to pitch financial products and services
Generate leads through field visits, references, and marketing activities
Conduct meetings and explain product benefits, eligibility, and terms to customers
Understand client requirements and recommend appropriate financial solutions
Follow up on leads, complete documentation, and coordinate with internal teams for application processing
Achieve assigned sales targets within deadlines
Maintain records of client interactions, sales activities, and status updates
Build and maintain long-term relationships with clients to ensure repeat business and referrals
Stay updated on financial products, market trends, and competitor offerings
Bachelor's degree in Finance, Business, or any relevant field
1–3 years of experience in sales (preferably in finance, banking, or insurance)
Strong interpersonal and communication skills
Self-motivated and target-oriented
Willingness to travel within assigned territories
Basic understanding of financial products and documentation
Attractive incentive structures
Professional growth and learning opportunities
Supportive work environment
Exposure to a wide range of financial services
📧 Email your resume to: nit@recrute-india.com
📲 Contact us at: +91 85305 69104