About the role

Credit Life Insurance Specialist

Job Summary:

Join Canara HSBC Life as a Credit Life Insurance Specialist, where you'll play a vital role in managing and enhancing our credit life insurance products. This position is pivotal in delivering top-tier insurance solutions that safeguard our clients' financial futures.

Key Responsibilities:

Analyze and assess client portfolios to recommend appropriate credit life insurance solutions tailored to individual needs.
Develop and maintain strong relationships with clients, ensuring excellent service and regular communication throughout the insurance process.
Collaborate with the sales team to strategize and execute marketing initiatives for credit life products.
Monitor industry trends and competitor offerings to keep our product suite competitive and attractive.
Provide training and support to new team members on credit life policies and procedures.
Conduct client presentations and workshops to educate audiences on the benefits of credit life insurance.
Prepare reports and maintain detailed records of client interactions, sales, and feedback to drive continuous improvement.

Requirements:

Bachelor’s degree in Finance, Business Administration, or a related field.
Minimum of 3 years of experience in insurance sales, preferably within the credit life or financial services sector.
Strong understanding of credit life insurance products and related regulations.
Exceptional communication and interpersonal skills to effectively interact with clients and team members.
Proficient in using CRM software and Microsoft Office Suite.
Strong analytical skills to assess financial risk and present insurance solutions.
Ability to work independently and as part of a team in a fast-paced environment.

Preferred Qualifications:

Master's degree in Finance or Business Administration.
Certification in Life & Health Insurance or related professional designations.
Experience with digital marketing strategies for financial products.
Proven track record of exceeding sales targets and improving customer satisfaction.

Benefits:

Attractive salary of 12 LPA along with performance-based bonuses.
Comprehensive health and wellness programs.
Retirement savings plan with company matching contributions.
Ongoing professional development and training opportunities.
Flexible working hours and the possibility of remote work.
Paid time off and holiday leave, including personal days.
Employee discounts on insurance products and services.

CBH - Credit Life