Banca Assurance FLS (Front Line Sales) Job Title: Front Line Sales (FLS) – Banca Assurance Department: Banca Assurance / Retail Distribution Job Purpose To drive insurance sales through designated bank branches by building strong relationships with bank staff, generating leads, conducting customer needs analysis, and achieving assigned sales targets.
Key Responsibilities Drive life insurance/business targets through allocated bank branches. Build and maintain solid relationships with Branch Managers, Relationship Managers, and other bank employees. Generate leads from bank customers and convert them into insurance sales.
Conduct financial need analysis and recommend suitable insurance solutions.
Jointly meet customers with bank staff and provide product presentations. Ensure consistent achievement of monthly, quarterly, and annual sales targets.
Conduct training and awareness sessions for bank employees on insurance products and sales processes. Deliver excellent customer service and support policy issuance and after-sales requirements. Maintain compliance with IRDAI guidelines and company policies.
Submit daily activity reports and sales updates through CRM/sales systems. Improve branch activation, customer penetration, and cross-selling opportunities.
📌 Associate (India)
🏢 Canara HSBC Life Insurance
📍 India
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