Bancassurance Life Insurance - 4.2 lacs

Wego Consultants; Guntur District; Sur place; INR 350 000 - 450 000; Plein temps

Avantages offerts par ce poste

CTC upto 4.5 L

Conveyance

Incentives

Résumé du poste

Wego Consultants is seeking a driven sales professional to generate leads from assigned banks and cross-sell life/health insurance to bank customers. You will develop customer relationships, assess financial needs, and guide clients through purchase and documentation processes.

Candidates should have 1+ year of insurance sales experience, with BFSI exposure; graduation is required, and a strong track record is preferred. Compensation includes incentives and conveyance.

Qualifications

• 1 year sales experience in insurance channels.
• Candidates from insurance, banking, pharma, retail, telecom and other sales verticals welcome.
• Insurance experience or BFSI is mandatory.
• Graduation is must.
• Good track record and employment stability is must.

Responsabilités

• Leads generated from the assigned bank.
• Cross selling life insurance to bank customers.
• Customer business development.
• Relationship management with bank clients.
• Payrolls of the insurance company.
• Schedule appointments and assess customers' life-related financial needs and propose suitable products.
• Assist customers in acquiring insurance via bank channels.
• Facilitate medical reports and issue policy documents promptly.
• Develop new markets/ segments aligned with sales strategy.
• Support other RM and bank sales teams with coaching and client visits.

Connaissances

Sales experience

Relationship mgmt

Life insurance

Banking/FSI

Formation

Graduation

Description du poste

Leads will be generated from the assigned bank

Cross selling of Life Insurance to the Bank customers.

Customer business development .

Relationship Management .

Will be in payrolls of the Insurance company .

Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation

Candidates with experience in Life/Health/GI Insurance preferred

Customers acquisition through resource utilization of banks database, foot falls, generated prospects.

Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document.

Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time.

Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior.

Required Candidate profile

Should have minimum 1 year sales experience in any of insurance channels. .Looking candidates from insurance, banking, pharma,retail, telecome and other sales verticals.

Insurance experience or BFSI is mandatory.

Graduation is must.

Good track record and employment stability is must.

Perks and Benefits

• CTC upto 4.5 lakhs + Conveyance + Incentives