Field Sales Agent

Company Description SBI Life Insurance Co. Ltd., one of Indias most trusted life insurance companies, serves millions of families with a wide range of Protection, Pension, Savings, and Health solutions for individuals and groups. The company operates across the country through over a thousand offices, a large employee base, and an extensive network of agents, corporate partners, and bancassurance relationships. SBI Life focuses on a Customer-First approach, emphasizing operating efficiency, transparent service, and hassle-free claim settlement, supported by strong digital capabilities. It is listed on the BSE and NSE and offers a healthy, flexible work environment that supports professional growth and encourages community engagement through active CSR initiatives in education, healthcare, disaster relief, and environmental sustainability.

Role Description This is a full-time Field Sales Agent role based in Koyilandy with a hybrid work arrangement, combining on-site client visits and office presence with some work-from-home flexibility. The Field Sales Agent will meet prospective and existing customers in assigned areas, understand their financial protection needs, and recommend suitable SBI Life insurance products. The role involves generating leads through local networking, referrals, and outreach activities, as well as following up consistently to convert prospects into policyholders. Responsibilities include explaining product features and benefits clearly, assisting customers with application and documentation, and ensuring prompt and accurate policy issuance. The Field Sales Agent will also support policy renewals, provide after-sales service, participate in trainings and sales meetings, and adhere to regulatory and company guidelines.

Qualifications

• Strong customer-facing abilities, including Customer Service and Communication skills to engage with diverse clients and explain insurance solutions clearly.
• Proven or potential Sales skills, with the ability to identify prospects, present value propositions, and close business in field settings.
• Experience or aptitude in Field Service, such as conducting on-site visits, managing local territories, and maintaining regular client contact.
• Capability and willingness to participate in and apply Training for products, compliance, and sales techniques, and to continuously upskill.
• Minimum educational qualification: typically a higher secondary certificate or a bachelors degree in any discipline; relevant certifications in insurance or finance are an advantage.
• Comfort working in a target-driven environment, with basic numerical skills to discuss premiums, benefits, and policy terms accurately.
• Local language proficiency and familiarity with the Koyilandy region; ability to travel within the assigned territory as required.
• Integrity, professional conduct, and commitment to following IRDAI and company policies at all times.