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Sales Officer- Life Insurance Company / Bancassurance

Sales Officer- Life Insurance Company / Bancassurance

ConfidentialChennai
9 days ago
Job description

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 :

  • 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.
  • Skills Required

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

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