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Job Title


Sales Officer- Life Insurance Company


Company : Wego Consultants


Location : Muzaffarnagar,


Created : 2026-01-12


Job Type : Full Time


Job Description

Job 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.