Life Insurance Sales Strategist

3 hours ago


Gandhinagar, Gujarat, India beBeeInsurance Full time

We are seeking a results-driven Bancassurance professional to spearhead cross-selling life insurance products to bank customers. The ideal candidate will be responsible for managing relationships, driving business growth through strategic customer engagement, and ensuring seamless sales documentation.

Key Responsibilities
  • Sales: Actively sell life insurance products to bank customers, fostering trust and understanding their financial needs.
  • Lead Management: Utilize leads generated from assigned banks to make appointments and explore opportunities for growth.
  • Customer Acquisition: Acquire new customers by effectively leveraging the bank's database and generated prospects.
  • Relationship Management: Develop and maintain strong, long-lasting relationships with bank customers for sustainable business development.
  • Process & Compliance: Accurately complete sales documentation and facilitate medical reports to ensure timely policy issuance.
  • Training & Coaching: Support and coach Relationship Managers and the sales team on product knowledge and selling skills.
Required Candidate Profile
  • Experience: A minimum of one year of sales experience is required, preferably in the insurance sector or BFSI verticals like banking, pharma, retail, and telecom.
  • Education: A graduate degree is mandatory.
  • Skills: Strong relationship management and sales skills, with a proven track record of good performance and employment stability.
Benefits
  • Competitive compensation package: up to 4.5 lakhs, plus conveyance and incentives.


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