Bancassurance Life Insurance - 4.5 lacs

Wego Consultants; Vadodara; On-site; INR 420,000 - 480,000; Full time

Benefits offered by this job

CTC upto 4.5 lakhs

Conveyance

Incentives

Job summary

Wego Consultants in Vadodara, Gujarat is seeking a sales professional to drive life insurance sales through bank partnerships. You will identify customer needs, present suitable products, and complete policy paperwork.

Candidates with 1 year of sales experience in insurance and BFSI are preferred; graduation is mandatory. The role offers a structured incentive plan and opportunity to grow within an expanding channel.

Qualifications

• Minimum 1 year of sales experience in insurance channels.
• Experience in BFSI preferred.
• Graduation is mandatory.
• Good track record and employment stability.

Responsibilities

• Generate leads and cross-sell life insurance to bank customers.
• Make appointments and assess customers' life-related financial needs.
• Gather documents and finalize policy issuance.
• Support bank sales team and coach others on products and selling skills.
• Explore new markets and segments aligned with sales strategy.
• Relationship management with bank partners to drive targets.
• Assist with medical reports and documentation for policy issuance.

Skills

Bank Sales

Relationship Mgmt

Cross-Selling

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