Sales Officer- Life Insurance Company / Bancassurance

We are seeking a proactive Sales Officer to join a Life Insurance Company. The ideal candidate will be responsible for cross-selling various financial products to bank customers, building relationships, and acquiring new clients. This role requires a minimum of 1 year of sales experience , preferably in the BFSI (Banking, Financial Services, and Insurance) sector.

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 :

Skills Required

Skills Required

Sales, Insurance, Business Development, Relationship Management, Financial Products