Financial Opportunities Specialist

3 days ago


Nagercoil, Tamil Nadu, India beBeeInsurance Full time ₹ 1,50,000 - ₹ 28,00,000

Job Title: Insurance Development Professional

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  • We are seeking an Insurance Development Professional to lead the generation of new business opportunities from assigned banks.
  • Cross-selling financial products to bank customers is a key responsibility, as well as customer business development and relationship management.
  • This role involves working in payrolls of the insurance company, making appointments, exploring customer financial needs, selecting suitable products, gaining agreement, and completing sales documentation accurately.
  • Candidates with experience in Life/Health/GI Insurance are preferred.
  • The successful candidate will be responsible for acquiring customers through resource utilization of bank databases, foot traffic, and generated prospects.
  • Sales completion involves facilitating medical reports and ensuring prompt issue of policy documents.
  • New market opportunities will be explored to align with the company's sales strategy.
  • Coaching other Relationship Managers and the bank sales team in company knowledge, products, services, and selling skills is also required.

Required Candidate Profile

  • A minimum of 1 year's sales experience in any insurance channel is necessary.
  • Candidates from various sales verticals, including insurance, banking, pharma, retail, and telecom, are considered.
  • Insurance experience or BFSI is mandatory.


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