Bancassurance Officer

Job Title:Bancassurance Officer

Location: Kerala (Multiple Locations)

Industry: Life Insurance

Employment Type: Full Time

Company: A Leading Life Insurance Provider

Key Responsibilities

• Recruit, select, and onboard qualified life insurance agents.
• Conduct induction, sales, and product training for agents to enhance selling capabilities.
• Set individual performance benchmarks and manage team sales targets.
• Regularly coach, mentor, and motivate agents to maintain productivity and engagement.
• Track sales activity and ensure the achievement of assigned KPIs.
• Implement and drive sales strategies that maximize business opportunities.
• Establish strong agent-client relationships to enhance customer satisfaction and retention.
• Promote cross-sell and up-sell opportunities based on customer needs and eligibility.
• Ensure agents operate within IRDAI compliance and company policy frameworks.
• Maintain accurate reporting and documentation as per company standards.
• Conduct performance appraisals and support underperformers with improvement plans.
• Continuously analyze market trends and competitor strategies to stay ahead in the industry.
  

Candidate Requirements

• Education: Bachelors degree.
• Experience: Minimum 1 year in any sales.
• Skills:
• Excellent leadership, training, and people management skills
• Strong interpersonal and negotiation skills
• Goal-oriented with a high level of self-motivation
• Fluency in local language(s) and English is advantageous.