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Wego Consultants is seeking a sales professional to generate leads and cross-sell life, health, and GI insurance products to bank customers. You will explore customers' financial needs, present suitable products, and secure agreements for policy issuance.
Candidates should have at least 1 year of sales experience in insurance channels and possess a graduation degree. Insurance or BFSI exposure is mandatory, with opportunities for incentives based on performance.
Leads will be generated from the assigned bank
Cross selling of various financial products 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.
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.