Bancassurance Life Insurance - 4.5 lacs

Wego Consultants

Modasa

On-site

INR 450,000 - 550,000

Full time

14 days+

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Benefits offered by this job

CTC upto 4.5 lakhs
Conveyance
Incentives

Job summary

Wego Consultants is seeking a results-oriented insurance sales professional to drive life insurance sales through bank channels in India. You will assess customer needs, propose suitable products from the company range, and secure policy issuance with meticulous documentation.

Candidate should have 1+ year sales experience in insurance, with BFSI exposure preferred. Graduation is mandatory and a strong track record will be valued.

Qualifications

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

Responsibilities

  • Lead generation and cross-selling of life insurance to bank customers.
  • Make appointments and assess customers' financial needs in life-related areas.
  • Complete sales documentation accurately and ensure policy issuance.
  • Support bank sales team and other RM to drive sales and knowledge sharing.
  • Explore opportunities to develop new markets/segments in line with sales strategy.

Skills

Sales experience
Insurance experience
BFSI exposure

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
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