Bancassurance Life Insurance - 4.5 lacs

Wego Consultants; Godhra; On-site; INR 360,000 - 450,000; Full time

Benefits offered by this job

CTC upto 4.5 LPA

Conveyance

Incentives

Job summary

Wego Consultants in Gujarat, India is seeking a results-driven insurance sales professional to generate leads through bank channels and cross-sell life insurance to customers.

You will build strong relationships, qualify opportunities, make appointments, assess financial needs and present suitable products, ensuring accurate documentation and timely policy issuance.

Graduation is required; at least one year of sales experience in insurance or BFSI is preferred.

Qualifications

• Should have minimum 1 year sales experience in any insurance channels.
• Insurance experience or BFSI is mandatory.
• Graduation is must.
• Good track record and employment stability is must.

Responsibilities

• Generate leads from bank channels.
• Cross-sell life insurance to bank customers.
• Develop customer relationships and business development.
• Make appointments and assess customers' financial needs in life-related areas, recommending suitable products.
• Assist sales team and accompany on client visits to improve selling skills.
• Facilitate completion of medical reports and prompt issuance of policy documents.
• Explore opportunities to develop new markets/ segments in line with company sales strategy.

Skills

Sales experience

Relationship management

Cross selling

Business development

Communication skills

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