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Sales Officer- Life Insurance Company/ Bancassurance

1 - 4 years

3 - 5 Lacs

madurai tamil nadu india

Posted:12 hours ago| Platform: Foundit logo

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Skills Required

sales insurance business development relationship management financial products acquiring new clients cross-selling

Work Mode

On-site

Job Type

Full Time

Job Description

Sales Officer

Roles and Responsibilities

Sales and Business Development:

  • Generate leads from an assigned bank.
  • Cross-sell financial products to bank customers.
  • Acquire new customers by utilizing the bank's database, foot traffic, and generated prospects.
  • Make appointments, explore customer financial needs, and select appropriate products to meet those needs.
  • Ensure the timely completion of sales by facilitating medical reports and the prompt issuance of policy documents.
  • Explore opportunities to develop new markets and segments.

Relationship Management:

  • Build and maintain strong relationships with bank customers.
  • Support other Relationship Managers and the bank's sales team by providing coaching on company knowledge, products, and services.

Skills Required

  • A minimum of

    1 year of sales experience

    in any of the insurance channels.
  • Experience in

    insurance

    or

    BFSI

    is mandatory.
  • Must be a graduate.
  • A good track record and employment stability are essential.
  • Experience in sales verticals like banking, pharma, retail, and telecom is also preferred.

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