Insurance Sales Specialist

2 weeks ago


Thoothukudi, Tamil Nadu, India beBeeFinancial Full time

Job Responsibilities:

  • Sales professionals will be generated from the assigned bank.
  • Cross-selling of various financial products to bank customers is essential.
  • Business development and customer relationship management are key areas of focus.
  • The selected candidates will be on payrolls of the insurance company.
  • Appointments, exploring customers' financial needs in life-related investment and insurance areas, selecting appropriate products, gaining customer agreement to purchase, and accurately completing sales documentation are critical tasks.
  • Experience in Life/Health/General Insurance is highly desirable for candidates.
  • Customer acquisition through resource utilization of bank's database, footfalls, and generated prospects is a major objective.
  • Ensuring timely completion of medical reports and issuing policy documents promptly are also key responsibilities.
  • Developing new markets/segments aligned with company sales strategy from time to time is an ongoing process.
  • Supporting other Relationship Managers and bank sales teams by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior is also expected.
Required Candidate Profile
  • A minimum of 1 year sales experience in any insurance channel is required.
  • Candidates from insurance, banking, pharma, retail, telecom, and other sales verticals are welcome.


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