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Wego Consultants is seeking a sales professional to drive life/health/GI insurance sales through bank customers in India. You will generate leads, assess needs, and close policies.
Responsibilities include relationship management, documentation, and collaboration with bank teams. A graduation is required, with 1 year in insurance sales preferred. The role offers incentives and conveyance.
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.