Field Sales Manager - Insurance (PIBL)

Role overview

Field Sales Manager - Insurance (PIBL) at Paytm

Own and deliver the team's monthly premium target.

Responsibilities

• Drive login-to-issuance conversion by resolving documentation, medical scheduling, and underwriting pendency in coordination with the operations team.
• Conduct the daily morning huddle, spend structured time in the field with Relationship Managers, and audit lead quality to ensure MIS records accurately reflect field activity.
• Build and maintain the team by screening, interviewing, and onboarding Relationship Managers, allocating territories based on candidate residence.
• Maintain quarterly Relationship Manager attrition below 10%.
• Sustain an average ticket size of at least ₹15,000 by prioritising family floater and port-in cases within the sales pitch.
• Keep free-look cancellations below 5% of gross premium and enforce compliance standards across all open-market sales activity.
• Pre Requisites: Five to eight years of experience in field sales, including a minimum of two years managing a frontline sales team against individual and team targets.
• Prior experience in a target-driven field sales environment within the direct sales channel of Health Insurance, Life Insurance, General Insurance, or BFSI.
• Proven track record in hiring, developing, managing, and retaining frontline sales teams.
• Strong understanding of Delhi NCR markets, with the ability to operate across multiple locations and regions.
• Sound knowledge of health insurance products, including features, benefits, exclusions, and customer needs.
• An established local network and strong market connect across Delhi NCR.
• Ownership of a vehicle and willingness to undertake extensive daily field travel.
• Comfort operating within a highly field-oriented and target-driven environment.

Employment details

• Location: Noida [Uttar Pradesh]

Benefits

• Role Summary: The Area Sales Manager holds accountability for the health insurance sales performance of a ten-member Relationship Manager team in Delhi NCR.

Additional role details

• The role encompasses building the team, establishing and sustaining the daily field rhythm, coaching the sales pitch, and delivering the monthly premium target through open-market sourcing.
• This is a hands-on, field-based leadership role.
• The Area Sales Manager is expected to be present in the market alongside Relationship Managers - covering territories, participating in customer meetings, and supporting case closures with the team.