Roles & Responsibilities
Drive life insurance sales through the bank’s bancassurance channel.
Build and maintain robust relationships with bank branch teams and customers.
Generate leads through branch referrals and customer interactions.
Explain life insurance products, perks, eligibility, and policy terms to customers.
Achieve monthly and annual sales targets.
Coordinate with bank staff to maximize business prospects and conversions.
Ensure proper documentation and smooth policy issuance.
Maintain regular follow-ups with customers and branch teams.
Ensure high-quality customer service and support post-sales activities.
Requirements
Graduate in any discipline.
1–5 years of experience in Life Insurance / Bancassurance sales preferred.
Candidates with experience in banking sales or insurance sales can be considered.
Positive communication, relationship-building, and convincing skills.
Robust target-oriented and customer-focused approach.
Willingness to work with bank branches and travel locally as required.