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Max Life Insurance
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Financial Sales Manager

Financial Sales Manager

Max Life Insurance

1 - 3 years

1 - 3 Lacs

salem tamil nadu india

Posted:2 days ago| Platform: Foundit logo

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Skills Required

training relationship associate. lead generation penetration cluster head corporate bancassurance banking relationship hni client handling

Work Mode

On-site

Job Type

Full Time

Job Description

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.

KEY RESPONSIBILITIES
Lead generation at the time of account opening/service call being made to the customer
Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity
Involvement in work site activities (putting up stalls and making presentations in corporate.
Working, engaging and connecting with HNI clients for one on one selling
Closing sale and following up on issuance.
Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
Drive effectively the Reward and recognition programs launched for the bank staff.
Train the bank staff regularly on Annuity and Protection plan of Max Life

MEASURES OF SUCCESS

Adjusted MFYP (Modal first year premium)
Number of policies
Business Leakage including cancellations

MINIMUM/SPECIFIC EXPERIENCE

Graduate/ Post Graduate in any discipline
1 to 3 years of insurance experience
Good communication skills - English & regional language (mandatory)
Age group 21-28 years
Preferably has own conveyance

Role:

Industry Type:

Department:

Employment Type:

Role Category:

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