Insurance Specialist

3 days ago

Bengaluru, Karnataka, India Wealthy Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role Overview

We are looking for a dynamic and driven Insurance Specialist to lead insurance business growth at

the branch level. This role involves driving sales of Health and Life insurance products in a B2B2C

model, by enabling Wealthy Relationship Managers (RMs) and Partners to serve their clients better.

Preference will be given to candidates with strong Health Insurance sales experience.

Key Responsibilities

1. Business Development

Drive insurance premium targets through active engagement with RMs and

Partners.

Identify and convert opportunities across Health, Term, Savings, Pension, and ULIP

products.

Focus on health insurance activation and penetration among existing partner

networks.

2. Sales Enablement & Partner Support

Conduct product training sessions, sales pitches, and objection-handling workshops

for RMs and Partners.

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

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

features.

3. Process & Execution

Manage the end-to-end sales process including lead generation, proposal, login,

issuance, and post-sales service.

Ensure proper documentation and adherence to compliance guidelines.

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

4. Market & Product Knowledge

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

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.

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