Chief Bancassurance Manager (Kerala)

Ageas federal; India; On-site; INR 350,000 - 600,000; Full time

Job summary

Ageas federal in India seeks an experienced life insurance sales professional to drive policies through Federal Bank branches. You will manage end-to-end sales from lead generation to policy issuance, coordinating with bank partners to convert opportunities into customers.

You will generate leads from in-branch sources and walk-ins, assess customer needs, suggest suitable products, and ensure timely underwriting and documentation while adhering to the company sales process.

Qualifications

• Min 1 year life insurance experience or cross-selling in insurance/banking/FS.
• Experience in in-branch life insurance sales and policy issuance.
• Ability to generate leads and close sales with bank branches.

Responsibilities

• Generate leads from in-branch lead generators, bank customer database and walk-ins.
• Make appointments, assess financial needs, and select suitable life insurance products.
• Cross-sell and upsell opportunities; obtain referrals.
• Facilitate medical reports and issue policy documents promptly.
• Adhere to sales process and timely reporting.

Skills

Life insurance sales

Cross selling

Banking/Financial services sales

Education

Any Degree or Diploma

Job description

Role & responsibilities

Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies.

Channel Partner: -- Federal Bank.Salary: Open for perfect candidate.

Key Responsibilities

• Generate leads from in-branch lead generators, bank customer database & walk in customers.
• Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
• Build a positive customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
• Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document.
• Adherence to company sales process and timely submission of various reports.

Age Limit

up to 33

Must Criteria

Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience

Qualification

Any Degree or Diploma 3 years