Field Executive

Company Description BLUECHIP INSURANCE BROKING PRIVATE LIMITED is an insurance broking company headquartered in Mumbai, Maharashtra, India. The organization serves a diverse client base, helping individuals and businesses identify suitable insurance solutions. As a growing player in the insurance sector, the company focuses on client service, transparent advisory, and long-term relationships. Team members have the opportunity to work in a dynamic environment with exposure to multiple insurance products and markets.
Role Description This is a full-time, on-site Field Executive role based in Indore. The Field Executive will meet prospective and existing clients, explain insurance products, and support them in selecting suitable policies as per their needs. Daily responsibilities include generating leads, following up on inquiries, conducting field visits, and maintaining accurate records of client interactions and sales activities. The role also involves coordinating with internal teams for proposal processing, policy issuance, and after-sales service, while ensuring timely communication and a professional customer experience. The Field Executive is expected to work toward set targets, provide feedback from the field, and represent the company positively in the local market.
Qualifications
Strong client-facing skills, including communication, negotiation, and relationship-building abilities.
Solid sales and field marketing capabilities, with aptitude for lead generation and achieving targets.
Basic understanding of insurance products and willingness to learn about policies, terms, and regulatory guidelines.
Good organizational and documentation skills, including record-keeping and follow-up management.
Ability to work independently in the field, manage time effectively, and adapt to changing client needs.
Comfort with basic computer and mobile applications for reporting and communication.
Prior experience in insurance, financial services, or direct sales is an advantage but not mandatory.
Minimum educational qualification of a high school diploma; a bachelor’s degree in business, finance, or a related field is preferred.
Willingness to travel locally in and around Indore as part of day-to-day responsibilities.

Work arrangement
No