Bancassurance Sales Executive

Jobs Placers; Dehradun; On-site; INR 350,000 - 650,000; Full time

Job summary

Jobs Placers is seeking a motivated Bancassurance Sales Executive to drive life insurance sales through bancassurance partners across Haryana, Punjab, Rajasthan, and Uttarakhand. The ideal candidate will build relationships with bank staff and customers, identify opportunities, and achieve regional sales targets.

You will conduct trainings for bank partners, monitor market trends, maintain CRM records, and deliver excellent customer service to ensure satisfaction and retention.

Qualifications

• Strong knowledge of life insurance products and bancassurance sales.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proven track record in sales, preferably in the insurance or financial services sector.
• Strong analytical and problem-solving skills.

Responsibilities

• Develop and implement sales strategies to achieve targets in bancassurance.
• Collaborate with bank partners to promote life insurance products effectively.
• Conduct training sessions for bank staff to enhance their understanding of our offerings.
• Identify potential customers and provide them with tailored insurance solutions.
• Monitor market trends and competitor activities to adjust sales strategies accordingly.
• Maintain accurate records of sales activities and customer interactions.
• Provide exceptional customer service to ensure client satisfaction and retention.

Skills

Life insurance

Bancassurance

Sales

Communication

Teamwork

Analytical

CRM

MS Office

Tools

CRM software

Microsoft Office

Job description

We are seeking a motivated and dynamic Bancassurance Sales Executive to join our team in the Haryana, Punjab, Rajasthan, and Uttarakhand regions. The ideal candidate will be responsible for driving sales of life insurance products through our bancassurance partners. This role requires a strong understanding of the life insurance market and the ability to build and maintain relationships with bank staff and customers.

Key Responsibilities:

• Develop and implement sales strategies to achieve targets in bancassurance.
• Collaborate with bank partners to promote life insurance products effectively.
• Conduct training sessions for bank staff to enhance their understanding of our offerings.
• Identify potential customers and provide them with tailored insurance solutions.
• Monitor market trends and competitor activities to adjust sales strategies accordingly.
• Maintain accurate records of sales activities and customer interactions.
• Provide exceptional customer service to ensure client satisfaction and retention.

Required Skills:

• Strong knowledge of life insurance products and bancassurance sales.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proven track record in sales, preferably in the insurance or financial services sector.
• Strong analytical and problem-solving skills.
• Proficiency in using CRM software and Microsoft Office Suite.

If you are passionate about sales and have a keen interest in the insurance industry, we encourage you to apply for this exciting opportunity to grow your career in bancassurance sales.