Bancassurance Life Insurance - 4.5 lacs

Wego Consultants; Botad District; On-site; INR 405,000 - 495,000; Full time

Benefits offered by this job

CTC upto 4.5 LPA

Job summary

Wego Consultants in Gujarat seeks a dynamic sales professional to drive life insurance sales through bank partnerships and to cross-sell products to customers. You will identify financial needs, propose suitable life and investment solutions, and ensure meticulous documentation for policy issuance.

The role requires at least 1 year in insurance sales, with preference for Life/Health/GI insurance experience, and graduation. Location is on-site with competitive compensation and incentives.

Qualifications

• Minimum 1 year of sales experience in insurance channels.
• Candidates from insurance, BFSI, banking, pharma, retail or telecom sales.
• Graduation is mandatory and a stable employment record.
• Experience in Life/Health/GI insurance preferred.

Responsibilities

• Generate life insurance leads through bank channels and cross-sell to customers.
• Make appointments and assess customers' financial needs related to life insurance and investments.
• Assist in documentation and ensure policy issuance.
• Support relationship managers and bank sales teams as needed.

Skills

Sales experience

Insurance

Banking

Education

Graduation

Job description

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