Freshers- Bancassurance Life Insurance

Wego Consultants

0 - 4 years

3 - 5 Lacs

goa goa india

Posted:3 weeks ago| Platform: Foundit logo

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Skills Required

life insurance sales bancassurance cross-selling financial needs analysis relationship management customer acquisition

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

Leads will be generated from the assigned bank branches.
Cross-sell Life Insurance products to existing and new bank customers.
Identify and understand customers financial needs in life-related investments and insurance areas.
Recommend suitable insurance products from the company's product suite.
Obtain customer consent and complete all sales documentation accurately.
Responsible for acquiring customers through:
Bank's database
Footfall in bank branches
Self-generated leads and referrals
Ensure end-to-end sales completion including facilitating medical reports and ensuring prompt policy issuance.
Build strong relationships with bank staff and customers to support business development and long-term engagement.
Explore and identify new customer segments/markets in line with the company's sales strategy.
Support other Relationship Managers and bank sales teams by:
Coaching on company products and selling skills
Accompanying them on client visits
Sharing best practices and product knowledge

Required Candidate Profile:

Minimum 1 year of sales experience in insurance channels (Life/Health/GI).
Candidates from insurance, banking, pharma, retail, telecom, and other sales verticals are welcome.
Experience in BFSI or Insurance sector is mandatory.
Graduation is mandatory.
Should have a good track record and employment stability.

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