
Insurance Sales Professional
2 days ago
Job Responsibilities:
- Captains will be sourced from assigned financial institutions.
- Cross-selling of various financial products to the bank's clientele.
- Customer development and growth initiatives.
- Strategic relationship management.
- Employees will be part of the insurance company's payroll.
- The role entails meeting with clients, identifying their investment and insurance needs in life-related areas, selecting suitable products, gaining agreement for purchase, and accurately completing sales documentation.
- Prior experience in Life/Health/General Insurance is preferred.
- Sales generation through optimal utilization of the bank's database, client footfalls, and generated leads.
- Ensuring timely completion of sales by facilitating medical reports and expediting policy document issuance.
- Identifying opportunities to develop new markets and segments aligned with the company's sales strategy.
- Providing coaching and support to other Relationship Managers and the bank's sales team upon request from the sales manager, focusing on product knowledge, services, and selling skills, as well as accompanying them on client visits and modeling relevant behavior.
- A minimum of 1 year of sales experience within any insurance channel.
- Candidates from diverse backgrounds such as insurance, banking, pharma, retail, telecom, and other sales verticals are encouraged to apply.
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