Bancassurance Sales Professional

4 days ago


Goa, India beBeeInsurance Full time ₹ 15,00,000 - ₹ 28,00,000
Job Overview

We are seeking a sales professional to join our team in Bancassurance Life Insurance. The ideal candidate will have excellent communication skills, be results-driven and have experience in selling insurance products.

Key Responsibilities
  • Generate leads from assigned bank branches and cross-sell Life Insurance products to existing and new bank customers.
  • Understand customers' financial needs in life-related investments and insurance areas and recommend suitable insurance products.
  • Obtain customer consent and complete all sales documentation accurately.
  • Responsible for acquiring customers through various channels including bank's database, footfall in bank branches and 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.
  • Identify new customer segments/markets in line with the company's sales strategy and explore opportunities for growth.
  • 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.
Required Candidate Profile
  • A minimum of 1 year of sales experience in insurance channels (Life/Health/GI).
  • Candidates from insurance, banking, pharma, retail, telecom and other sales verticals are welcome.
  • Mandatory requirements include experience in BFSI or Insurance sector and graduation.
  • A good track record and employment stability are essential.

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