Life Insurance Sales Executive

5 days ago

Cochin, Kerala, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878

We are seeking a Relationship Manager to drive business through cross-selling life insurance products to bank customers and maintaining strong stakeholder relationships.

Key Responsibilities:
  • Generate leads from assigned banks
  • Cross-sell financial products to bank customers
  • Develop customer business through relationship-building and financial need analysis
  • Manage and enhance relationships with bank staff and customers for effective business conversion
  • Make appointments and explore customers' financial needs in life-related investments and insurance areas
  • Recommend suitable products to meet customer needs and gain agreement to purchase
  • Accurately complete sales documentation and ensure timely policy issuance
  • Acquire new customers using bank databases, footfall, and generated leads
  • Facilitate completion of medical reports and ensure prompt policy document issuance
  • Explore new markets/segments in line with the company's sales strategy
  • Support other Relationship Managers and bank sales teams by sharing knowledge of company products, services, and sales skills
  • Accompany team members on client visits and provide on-ground coaching and support
Required Candidate Profile:
  • Minimum 1 year of sales experience in any insurance channel
  • Candidates from insurance, banking, pharma, retail, telecom, and other sales verticals are welcome
  • Insurance or BFSI experience is mandatory
  • Must be a graduate (Graduation is required)
  • Must have a good track record and employment stability

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