FAQs
What are the main responsibilities of a Direct Marketing Sales Executive?
The main responsibilities include conducting daily sales calls for financial planning sessions, acquiring customers to generate targeted premiums, providing complete product information, managing customer relationships, cross-selling and upselling products, and ensuring compliance with sales systems and operational guidelines.
What are the key performance indicators (KPIs) for this role?
The key performance indicators include achieving sales and financial targets, maintaining customer persistency and renewals, and ensuring accurate data capture in compliance with company guidelines.
Is prior experience in sales required for this position?
While prior experience in sales can be beneficial, we primarily seek candidates who are motivated to learn and can demonstrate strong communication and interpersonal skills.
What kind of training is provided for new hires?
New hires will receive comprehensive training on product information, sales processes, compliance guidelines, and the company's operational systems to ensure they are well-equipped for the role.
How often will I need to make sales calls?
Daily sales calls are expected to be part of your routine as you identify potential clients and schedule financial planning sessions.
What tools or systems will I need to use in this role?
You will need to use various sales systems and tools for tracking leads, managing customer relationships, and ensuring compliance with underwriting and operational guidelines.
What is the expected work environment for this position?
The work environment is a hybrid format that includes both remote work and in-office responsibilities for team collaboration and training.
Are there opportunities for career advancement in this role?
Yes, there are significant opportunities for career advancement based on performance, with pathways to higher sales positions and management roles within the company.