Walk-in || Financial Services Consultant ( Sales Executive )
ICICI Prudential Life · Bengaluru
- Experience0–5 yrs
- SalaryNot disclosed
- Work modeonsite
- Levelfresher
- Posted15 Sept 2026
About ICICI Prudential Life
ICICI Prudential Life is hiring in Bengaluru in insurance. This role looks for around 0+ years of experience.
Skills
- advisor recruitment
- advisor training
- lead generation
- bancassurance
- customer needs analysis
- relationship management
- CRM tools
- fraud prevention
The role
A financial services sales executive at a life insurance company recruits and trains advisors, supports lead generation, and delivers bancassurance and customer needs analysis. The role applies relationship management and CRM tools to grow advisor-led business.
Full job description
Role & responsibilities
Identify & recruit right quality advisors to build a strong advisor base
Provide training to advisors on products, business processes and selling techniques continuously
Provide assistance to advisors in lead generation, prospecting and business development
Ensure that advisors provide right financial solutions to customers as per need analysis and they adhere to required business processes and norms
Achieve the business target each month for generating new business and advisor recruitment
Ensure the selling through team of advisors is aligned to all business quality metrics
Be the first point of contact for the customer to authenticate the concerns raised and validate with authorities
Exercise due diligence at first level to prevent unauthorized/ fraudulent transactions
Candidates who are willing to be mobile and work across locations will be preferred.
Channel Banca (Bancassurance)
Primary Lead SourcePartner banks branch walk-ins, existing bank customer base and bank branch staff referrals
How Leads Reach the FSCLeads shared by bank branch staff / relationship managers at the partner bank branch the FSC is mapped to Agency
Primary Lead SourceSelf-generated leads through the advisors / units personal and professional network
How Leads Reach the FSCSourced directly by the advisor / FSC through prospecting, referrals and networking, supported by the Unit Manager
Education & Experience
Overall experience range: 0 – 5 years.
Graduate freshers are eligible to apply.
Experience in customer-facing roles in any industry is preferred; prior experience in the life insurance industry is not mandatory.
Candidates who are willing to be mobile and work across locations will be preferred.
Skills & Competencies
Relationship management and strong communication skills.
Sales orientation with a drive to achieve and exceed targets.
Product knowledge and ability to identify customer needs.
Flexibility, resilience and networking ability.
Basic proficiency with digital / CRM tools used for lead management.