Sales Officer- Life Insurance Company/ Bancassurance- 4.5 lacs

Wego Consultants; Nilgiris; On-site; INR 450,000 - 500,000; Full time

Benefits offered by this job

CTC upto 5 lakhs

Conveyance

Incentives

Job summary

Wego Consultants is seeking a driven sales professional to drive life, health and GI insurance across bank channels. You will generate leads from the assigned bank, cross-sell financial products, and schedule meetings to assess customer needs.

The role requires presenting suitable products and ensuring smooth policy documentation. Candidates should have at least 1 year sales experience in insurance/BFSI, with graduation, and a proven track record for stability.

Qualifications

• Should have minimum 1 year sales experience in any of insurance channels.
• Looking candidates from insurance, banking, pharma, retail, telecom and other sales verticals.
• Insurance experience or BFSI is mandatory.
• Graduation is must.
• Good track record and employment stability is must.

Responsibilities

• Leads generated from the assigned bank and cross selling of financial products.
• Make appointments and explore customers' financial needs in life-related investments and insurance.
• Present suitable products and secure customer agreement to purchase.
• Facilitate policy documentation and completion with accuracy.
• Support Relationship Managers and bank sales teams when requested.

Skills

Sales experience

Banking products

Relationship management

Cross-selling

Education

Graduation

Job description

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.

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 5 lakhs + Conveyance + Incentives