Insurance Relationship Development Specialist

2 weeks ago


Lal Bahadur Nagar, Telangana, India beBeeRelationship Full time

Key Responsibilities:

  • Generate leads from assigned bank branches
  • Cross-sell life insurance products to existing bank customers
  • Analyze customer needs and identify opportunities for insurance-based financial solutions
  • BUILD STRONG RELATIONSHIPS with bank staff and customers to drive business growth
  • Acquire new customers using the bank's database, walk-ins, and referrals
  • Facilitate completion of medicals and documentation to ensure timely policy issuance
  • Support and coach bank staff in insurance product knowledge and sales skills when required
  • Develop NEW MARKET SEGMENTS as per company sales strategies

Job Nature:

  • On the payroll of the life insurance company
  • Responsible for meeting individual sales targets and driving overall business from assigned bank branches

Required Skills and Qualifications:

  • Minimum 1 year of sales experience in insurance or any BFSI channel
  • Candidates from banking, telecom, pharma, retail, or other sales sectors can apply
  • Experience in life, health, or general insurance is preferred
  • Graduation is mandatory
  • Must have a consistent and stable career track record


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