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Bālurghāt, Dakshin Dinajpur, Bengal, IND
In-Office
Entry level
Financial Services
The Role
Generate life, health, and general insurance business through the agency channel. Recruit, train, and manage insurance advisors, drive branch revenue and productivity, provide field coaching, monitor sales performance, build customer relationships, ensure regulatory compliance, and develop local market expansion strategies.
Summary Generated by Built In

Company Website - http://www.peerlessfpd.com/

Company LinkedIn Link - https://www.linkedin.com/company/pfpdl/

Job Details

Location: BALURGHAT

Work Mode: Permanent, Full Time.

Designation - SALES EXECUTIVE

Core Responsibilities

Generate Life, Health, and General Insurance business through the agency channel

Recruit, train, and develop insurance advisors/agents

Manage and motivate a team of advisors to achieve sales targets

Drive branch revenue, productivity, and profitability

Provide ongoing sales support, field coaching, and performance monitoring

Conduct training sessions on products, sales techniques, and compliance

Build strong customer and advisor relationships

Ensure branch operations follow company and regulatory guidelines

Monitor daily, weekly, and monthly sales performance metrics

Develop local market strategies for business expansion

Key KRAs / KPIs

Agency recruitment numbers

Active advisor retention

Premium collection/business volume

Policy conversion ratio

Branch target achievement

Team productivity

Customer persistency and service quality


Requirements

Required Skills

Sales and team management

Leadership and people development

Insurance product knowledge

Communication and negotiation skills

Target orientation

Relationship management

Problem-solving and decision-making




Skills Required

  • Sales and team management skills
  • Leadership and people development skills
  • Insurance product knowledge
  • Communication and negotiation skills
  • Target orientation
  • Relationship management skills
  • Problem-solving and decision-making skills
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The Company
169 Employees
Year Founded: 1932

What We Do

Peerless Financial Products Distribution Limited is a Peerless Group financial-services company focused on distributing financial products. Peerless traces its origins to a 1932 indigenous insurance company and has evolved into a respected non-banking financial institution. The broader group also operates across investments, insurance, hospitals, hotels, real estate, skilling and philanthropy, combining financial expertise with community-oriented initiatives for customers and communities across Bengal.

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