Canara HSBC Life Insurance
Website:
canarahsbclife.com
Job details:
Company Description Canara HSBC Life Insurance Company Limited, incorporated in 2007, is a joint venture promoted by Canara Bank and HSBC Insurance (Asia Pacific) Holdings Limited, with Punjab National Bank and other public shareholders as additional investors. Headquartered in Gurugram, Haryana, the company operates more than 100 branch offices across India and follows a bancassurance-led business model. It offers a broad portfolio of life insurance solutions, including term plans, retirement products, credit life, and employee benefit schemes, distributed through partner banks and digital channels in Tier 1, 2, and 3 cities. With over 17 years of experience, Canara HSBC Life Insurance combines the trust and reach of leading banks to serve diverse customer segments. Guided by its “Promises Ka Partner” philosophy, the company focuses on simpler insurance solutions and faster claim processes to keep customers’ commitments protected.
Role Description The Senior Sales Officer is a full-time, on-site role based in Kochi, responsible for driving sales of life insurance products through designated bancassurance channels and local partner branches. This role includes generating and qualifying leads, meeting prospective customers, conducting need-based financial discussions, and presenting suitable insurance solutions from the company’s product portfolio. The Senior Sales Officer will manage the end-to-end sales cycle, including proposal documentation, follow-up, and coordination with internal teams to ensure timely policy issuance. Daily responsibilities involve maintaining strong relationships with bank staff, supporting branch sales activities, conducting product trainings, and participating in customer outreach initiatives. The role also requires regular reporting on sales performance, adherence to regulatory and company compliance standards, and active contribution to achieving branch and regional sales targets.
Qualifications
- Strong Customer Service skills to provide responsive support, handle queries, and ensure a positive experience throughout the policy lifecycle.
- Proven Lead Generation capabilities, including prospecting, follow-up, and conversion of potential customers into active policyholders.
- Excellent Communication skills, both verbal and written, to explain products clearly, conduct negotiations, and build trust with customers and partners.
- Experience in Sales Operations, including managing pipelines, tracking performance, and coordinating with internal teams for smooth sales execution.
- Background in Channel Sales, preferably within bancassurance or financial services, with the ability to collaborate effectively with bank branches and partner networks.
- Relevant experience in life insurance or financial services sales; prior exposure to Kochi or nearby markets is an advantage.
- Ability to work towards ambitious targets, strong interpersonal skills, and proficiency in basic MS Office and digital sales tools.
- Bachelor’s degree in Business, Commerce, Finance, or a related field; professional certifications in insurance or financial planning are beneficial.
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