Sales Insurance Product Specialist

1 week ago


Panjim, Goa, India beBeeInsurance Full time ₹ 45,00,000 - ₹ 75,00,000

Job Opportunity

We are seeking a talented Insurance Sales Professional to join our team. As an Insurance Sales Representative, you will be responsible for generating leads from assigned bank branches and cross-selling Life Insurance products to existing and new bank customers.

Key Responsibilities:

  • Leads will be generated from the assigned bank branches.
  • Cross-sell Life Insurance products to existing and new bank customers.
  • Identify and understand customers' financial needs in life-related investments and insurance areas.
  • Recommend suitable insurance products from our company's product suite.
  • Obtain customer consent and complete all sales documentation accurately.
  • Responsible for acquiring customers through various channels, including the bank's database, footfall in bank branches, self-generated leads, and referrals.
  • Ensure end-to-end sales completion, including facilitating medical reports and ensuring prompt policy issuance.
  • Build strong relationships with bank staff and customers to support business development and long-term engagement.
  • Explore and identify new customer segments/markets in line with our sales strategy.
  • Support other Relationship Managers and bank sales teams by coaching on company products and selling skills, accompanying them on client visits, and sharing best practices and product knowledge.

Required Candidate Profile:

  • Minimum 1 year of sales experience in insurance channels (Life/Health/GI).
  • Candidates from insurance, banking, pharma, retail, telecom, and other sales verticals are welcome.
  • Experience in BFSI or Insurance sector is mandatory.
  • Graduation is mandatory.
  • Should have a good track record and employment stability.


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