Banking Associate

Job Title: Unit Manager – agency Channel

Company: Leading Life Insurance Company
Location: Kerala, India
Job Type: Full-Time
Industry: Life Insurance
Experience Level: Minimum 1 Year (Sales/Insurance Preferred)

• Work collaboratively with partner bank branches to generate leads and engage customers.
• Build strong customer relationships through proactive communication and personalized financial planning.
• Conduct client meetings and follow-ups to promote suitable life insurance products.
• Educate customers on life insurance benefits and financial planning strategies.
• Cross-sell and upsell insurance and financial products based on customer needs.
• Stay informed on market trends and insurance industry updates.
• Maintain high standards of customer service and achieve monthly/quarterly sales targets.

Qualifications :

• Bachelor's degree in any stream
• Minimum 1 year of experience in sales; experience in insurance/banking preferred.
• Strong communication, negotiation, and interpersonal skills.
• Knowledge of life insurance products, financial planning, and market dynamics.
• Ability to build rapport with a diverse customer base and drive consultative sales.

Job Types: Full-time, Permanent

Pay: From ₹25,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Paid sick time
• Provident Fund

Schedule:

• Day shift
• Morning shift

Supplemental Pay:

• Performance bonus
• Yearly bonus

Ability to commute/relocate:

• Tirur, Kerala: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have experience letters for all your previous jobs?
• Is your age below 30?

Education:

• Bachelor's (Required)

Experience:

• any: 1 year (Required)

Willingness to travel:

• 75% (Required)

Work Location: In person