
Job Description
To support the bank’s insurance sales efforts by engaging customers, identifying their needs and offering appropriate insurance solutions through the bank’s approved insurance partners. The role involves building basic product knowledge, developing selling skills and delivering a positive customer experience while learning to meet assigned insurance sales targets.
Responsibilities/Key Deliverables:
• Promote and sell Life, health and general insurance products to both walk-in and referred bank customers.
• Educate customers on the benefits and features of available insurance solutions.
• Assist branch staff in identifying insurance opportunities within their client portfolios.
• Work closely with Bancassurance Officers and Relationship Managers to generate leads and follow up on prospects.
• Ensure accurate and timely completion of insurance application forms and documentation.
• Attend product and sales training sessions to improve technical knowledge and consultative selling skills.
• Maintain compliance with bank and regulatory guidelines related to insurance sales.
• Support in any operational tasks as will be required by your line manager.
Requirements
Person Specification
Education & Training:
▪ A bachelor’s degree in business/marketing related field.
▪ Certificate of Proficiency in Insurance (COP) is desirable .
▪ Progress towards an Insurance professional certification (CII) or
its equivalent will be an added advantage.
Skills & Experience: • 2-3 year s of professional work experience in a competitive
environment.