01Key Responsibilities
Develop and maintain strong relationships with bank partners to drive the sale of life insurance products.Meet and exceed sales targets by actively promoting life insurance solutions to bank customers.Provide advisory services to clients, understanding their financial needs, and offering suitable insurance products.Conduct regular training sessions for bank staff to enhance their knowledge of life insurance products and sales techniques.Prepare and present persuasive sales proposals to potential customers through the bank's network.Stay updated with industry trends and changes in insurance regulations to provide accurate information to customers.Resolve customer inquiries and complaints in a professional and timely manner.Collaborate with internal stakeholders to ensure seamless integration of insurance offerings within the bank's operations.Prepare and maintain accurate sales and customer activity reports for management review.Participate in marketing and promotional activities to enhance the visibility of life insurance products within the bank.Required Qualifications:Bachelor's degree in Business Administration, Finance, or related field.Professional certification in Insurance or Financial Services preferred.Minimum of 3 years of experience in insurance sales, preferably in a bancassurance or banking environment.Proven track record of meeting and exceeding sales targets within the insurance industry.Strong understanding of life insurance products, underwriting, and policy terms.Excellent communication and interpersonal skills, with the ability to build rapport with diverse stakeholders.Thorough knowledge of regulatory requirements governing the sale of insurance products.Proficiency in using CRM software and MS Office applications for sales and reporting purposes.Highly driven and self-motivated with a passion for delivering exceptional customer service.Ability to work independently and as part of a collaborative team environment. .
