Insurance Product Sales Executive

1 day ago


Kozhikode, Kerala, India beBeeFinancial Full time

We are seeking a Sales Professional to join our team in a Life Insurance Company. The ideal candidate will be responsible for cross-selling various financial products to bank customers, building relationships and acquiring new clients.

Roles and Responsibilities

Key Responsibilities include:

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  • Generate leads from assigned banks.
  • Cross-sell financial products to bank customers.
  • Acquire new customers by utilizing the bank's database and generated prospects.
  • Make appointments, explore customer financial needs, and select appropriate products to meet those needs.
  • Ensure timely completion of sales by facilitating medical reports and prompt issuance of policy documents.
  • Explore opportunities to develop new markets and segments.

Relationship Management is also key:

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  • Build and maintain strong relationships with bank customers.
  • Support other Relationship Managers and the sales team by providing coaching on company knowledge, products, and services.
Required Skills and Qualifications

A successful candidate must have:

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  • At least 1 year of sales experience in any insurance channel.
  • Experience in BFSI is mandatory.
  • Be a graduate.
  • Good track record and employment stability are essential.
  • Experience in sales verticals like banking, retail, and telecom is preferred.


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