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Wego Consultants is seeking candidates for a Life Insurance sales role in India. Leads are generated from banks and the incumbent will cross-sell life insurance to bank customers, manage relationships, and drive sales from the bank's database and footfalls.
Responsibilities include appointment setting, needs analysis, product matching, and ensuring timely policy issuance while supporting the bank sales team as needed.
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.
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.