Job Description

Dear All, We are pleased to announce an opportunity to join Earnix, a fast-growing financial services company, as a General Insurance Sales Executive. This role is ideal for motivated professionals with experience in field sales, insurance, or financial services, who are passionate about helping organizations and individuals protect their assets through customized insurance solutions. Position Details: o Job Title: General Insurance Sales Executive o Department: Business Development / General Insurance o Location: Hyderabad (Field-Based Role) o Employment Type: Full Time o Experience: 3 Years (Insurance, Banking, or Financial Services preferred) o Education: Graduate (Commerce / Finance preferred) o Salary Range: ₹25,000 - ?30,000 per month (based on experience) About Earnix: Earnix is a young and dynamic financial services company, founded with the vision of making holistic financial planning simple and accessible. Headquartered in Aurangabad, Maharashtra, Earnix is now expanding its presence to Hyderabad. In just two years, Earnix has built a strong foundation, partnering with Ideal Insurance Brokers, ICICI Lombard, and TATA AIG for general insurance, as well as TATA Life, LIC, and Motilal Oswal for investments and financial planning. Founded by Shweta Surana (MBA Finance, ex-PwC) and Ayush Surana (Certified in Risk & Estate Planning), Earnix has already earned the trust of 16 corporates and 35+ individual clients through its transparent, client-first approach. About the Role: The General Insurance Sales Executive will be responsible for driving business growth by generating leads, meeting clients, and closing insurance sales across corporates, SMEs, hospitals, and manufacturing units. This is a field-based role requiring proactive client interaction, market awareness, and a consultative selling approach. Core Responsibilities: 1. Visit institutions, SMEs, and corporate offices to identify insurance needs. 2. Collect client requirements, coordinate internally for quotes, and present suitable solutions. 3. Explain coverage terms, exclusions, and premiums clearly to clients. 4. Manage end-to-end policy closures, from proposal to issuance. 5. Participate in trade fairs, exhibitions, and business events (BNI-style) for lead generation. 6. Maintain CRM records, follow up regularly, and submit daily activity reports. Other Responsibilities: o Prospecting & Networking: Identify new business through cold calls, referrals, and networking. Build relationships with HR, admin heads, CFOs, and decision-makers. o Cross-Selling & Upselling: Suggest additional insurance products like health, fire, liability, or motor insurance. Ensure renewals and portfolio retention. o Market Intelligence: Monitor competitor offerings, pricing, and coverage trends to improve product positioning. o Compliance & Documentation: Ensure accurate collection of KYC, proposal forms, and compliance documentation. o Performance: Achieve assigned sales targets and maintain a healthy lead conversion ratio. Skills & Attributes: o Excellent communication and presentation skills (ability to explain complex terms simply). o Strong negotiation, persuasion, and relationship management skills. o Knowledge of general insurance products (health, fire, marine, liability, motor). o Self-driven, disciplined, and able to work independently. o Proficiency in CRM tools, MS Office, and professional email communication. o Willingness to travel within the city/state for client meetings. Requirements: o Graduate in any discipline (Commerce/Finance preferred). o Minimum 1-5 years of field sales experience (insurance/banking preferred). o Must not have a personal IRDA code under self or family. o Willing to work with utmost transparency and integrity. Why Join Earnix? o Opportunity to work in a growing financial services organization with a clear vision. o Exposure to corporate insurance and financial planning. o Supportive and entrepreneurial work culture. o Attractive incentives and performance-based growth opportunities. If you're passionate about financial services and client relationships, and eager to grow in the general insurance and financial advisory space, we'd love to have you join the Earnix team.

Job Type: Full-time

Pay: ₹25,000.00 - ₹30,000.00 per month

Work Location: In person