Sales Officer- Life Insurance Company - Muzaffarnagar - Wego Consultants

    Wego Consultants
    Wego Consultants Muzaffarnagar

    3 days ago

    Full time
    Description

    We are seeking a proactive Sales Officer to join a Life Insurance Company. The ideal candidate will be responsible for cross-selling various financial products to bank customers, building relationships, and acquiring new clients. This role requires a minimum of 1 year of sales experience, preferably in the BFSI (Banking, Financial Services, and Insurance) sector.

    Roles and Responsibilities

    Sales and Business Development:

    • Generate leads from an assigned bank.
    • Cross-sell financial products to bank customers.
    • Acquire new customers by utilizing the bank's database, foot traffic, and generated prospects.
    • Make appointments, explore customer financial needs, and select appropriate products to meet those needs.
    • Ensure the timely completion of sales by facilitating medical reports and the prompt issuance of policy documents.
    • Explore opportunities to develop new markets and segments.

    Relationship Management:

    • Build and maintain strong relationships with bank customers.
    • Support other Relationship Managers and the bank's sales team by providing coaching on company knowledge, products, and services.

    Skills Required

    • A minimum of 1 year of sales experience in any of the insurance channels.
    • Experience in insurance or BFSI is mandatory.
    • Must be a graduate.
    • A good track record and employment stability are essential.
    • Experience in sales verticals like banking, pharma, retail, and telecom is also preferred.

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