Life Insurance Expert || No Field Sales || Banking Sales Best

Life Insurance Expert || No Field Sales || Banking Sales Best Salary

Position Title: Subject Matter Expert - Life Insurance

Location: Ghansoli, Thane, MH

Office Hours: 9:30 AM to 6:30 PM (2nd & 4th Saturdays and all Sundays off)

No Field Sales - All Desk-based Role

Job Overview:

Are you passionate about life insurance and excited about helping customers secure their financial future? Join our dynamic team as a Subject Matter Expert - Life Insurance! In this role, you will be the go-to person for converting cold and warm leads into successful closures, guiding customers through the journey of choosing the right life insurance solution. Your goal will be to pitch life insurance to existing bank customers and ensure they fully understand the benefits and coverage that match their needs.

You will collaborate closely with various teams, lead life insurance campaigns, and help our customers make informed decisions about their financial protection. If you're a self-starter with a knack for building strong relationships and have a genuine interest in the financial wellbeing of clients, this role is perfect for you!

Key Responsibilities:

Lead Conversion: Engage with cold and warm leads, converting them into successful closures by effectively explaining the life insurance process and its benefits.
Client Journey Management: Guide hot leads through the entire journey, explaining the process, clarifying doubts, and offering personalized solutions.Life Insurance Campaigns: Actively participate in life insurance campaigns targeting existing bank customers, pitching appropriate policies, and convincing them of the value of securing their future.Relationship Building: Build and nurture strong relationships with clients to ensure high satisfaction and retention, while also identifying opportunities for upselling or cross-selling additional products.Consultative Selling: Understand customer financial needs and recommend life insurance products that align with their long-term goals. Market Insight: Stay up-to-date on life insurance industry trends, competitor offerings, and regulatory changes, ensuring your recommendations are always relevant and compliant.Collaboration: Work closely with internal teams to offer seamless financial services and deliver an exceptional customer experience.Compliance: Ensure that all recommendations and interactions adhere to banking regulations and internal policies.

Qualifications:

Bachelors Degree in any field. Basic knowledge of life insurance products and services, especially those tailored to individuals and SMEs.1+ years of experience in a commercial or banking environment (experience in life insurance is a plus).Strong ability to convert leads and close sales effectively. Excellent communication and interpersonal skills to interact with clients and internal teams.Proven ability to build and manage client relationships with a focus on long-term retention. Strong problem-solving and negotiation skills, with a keen eye for customer needs.

What We Offer:

Exciting Role with a focus on growth and client relationship building.No Field Salesthis is a desk-based role, allowing you to focus on making meaningful connections without the need for travel.Work-Life Balance: Enjoy weekends off (2nd & 4th Saturdays and all Sundays).Growth Opportunity: A chance to become a specialist and subject matter expert in life insurance within the banking industry. Collaborative Team Environment with ongoing support and resources to help you succeed.If you're driven, goal-oriented, and passionate about helping clients achieve financial security, this role is your next step! Apply today to become part of a fast-paced, forward-thinking organization.

Connect Now !!!
Manoj - 9029707564