Health Insurance Specialist

4 days ago

Bengaluru, Karnataka, India Wealthy Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Company Description

Wealthy's award-winning app provides Mutual Fund Distributors (MFDs) with cutting-edge technology, dedicated support, and in-depth product research. Trusted by over 6,000 MFDs, Wealthy helps distributors expand their Assets Under Management (AUM) and grow their clients' wealth more efficiently. The company is focused on fostering success for MFDs with innovative solutions and a commitment to excellence.

  1. Business Development

  2. Drive insurance premium targets through active engagement with RMs and Partners.

  3. Identify and convert opportunities across Health, Term, Savings, Pension, and ULIP products.

  4. Focus on health insurance activation and penetration among existing partner networks.

  5. Sales Enablement & Partner Support

  6. Conduct product training sessions, sales pitches, and objection-handling workshops for RMs and Partners.

  7. Support RMs in client meetings and joint calls to close business.

  8. Share and promote usage of sales tools, calculators, and Wealthy App/Dashboard features.

  9. Process & Execution

  10. Manage the end-to-end sales process including lead generation, proposal, login, issuance, and post-sales service.

  11. Ensure proper documentation and adherence to compliance guidelines.

  12. Track and report branch-level insurance performance via CRM and MIS tools.

  13. Market & Product Knowledge

  14. Stay updated on industry trends, competitor offerings, and regulatory changes.

  15. Provide feedback to product and operations teams to improve offerings and service experience.

Key Skills & Competencies

  • Proven sales track record in Health or Life Insurance (Health preferred).
  • Strong communication, presentation, and relationship management skills.
  • Ability to influence and motivate teams without direct reporting authority.
  • Process-oriented with good understanding of CRM tools and sales tracking.
  • High ownership mindset with ability to work in a target-driven environment.

Experience & Qualifications

  • 3–6 years of relevant sales experience in Health or Life Insurance.
  • Graduate degree (MBA preferred, but not mandatory).
  • Prior exposure to B2B2C distribution models will be an added advantage.

What We Offer

  • Competitive compensation with performance-based incentives.
  • Opportunity to work with a fast-growing fintech in the wealth and insurance space.
  • Collaborative work culture with high-growth career pathways.

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