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Job Description (JD)
Banca Channel, Life Insurance
A Banca Channel Executive/Manager works with partner banks to sell life insurance products to the bank's customers.
Key Responsibilities
Build and maintain relationships with bank branch staff.
Generate life insurance business through assigned bank branches.
Identify customer needs and recommend suitable life insurance plans.
Conduct customer meetings and presentations.
Achieve monthly and annual sales targets.
Train and motivate bank employees on insurance products.
Ensure proper documentation and compliance with company guidelines.
Provide after-sales service and support to customers.
