To support the banks insurance sales efforts by engaging customers identifying their needs and offering appropriate insurance solutions through the banks 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 bachelors 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.
Required Skills:
Previous experience in direct sales or a customer-facing role is preferred . Excellent communication negotiation and interpersonal skills Self-motivated and target-driven Good negotiation and selling skills Excellent presenation skills Business Behaviours: Good understanding of bank processes and procedures. Strong networking and relationship management skills. Ability to identify business opportunities from market intelligence and make value-adding recommendations. Excellent Communication and interpersonal skills. A team player with ability to lead and work under minimum supervision. Business acumen Mature disposition in the handling of external stakeholders .
Required Education:
Person Specification Education & Training: A bachelors 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.
To support the banks insurance sales efforts by engaging customers identifying their needs and offering appropriate insurance solutions through the banks approved insurance partners. The role involves building basic product knowledge developing selling skills and delivering a positive customer exper...
To support the banks insurance sales efforts by engaging customers identifying their needs and offering appropriate insurance solutions through the banks 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 bachelors 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.
Required Skills:
Previous experience in direct sales or a customer-facing role is preferred . Excellent communication negotiation and interpersonal skills Self-motivated and target-driven Good negotiation and selling skills Excellent presenation skills Business Behaviours: Good understanding of bank processes and procedures. Strong networking and relationship management skills. Ability to identify business opportunities from market intelligence and make value-adding recommendations. Excellent Communication and interpersonal skills. A team player with ability to lead and work under minimum supervision. Business acumen Mature disposition in the handling of external stakeholders .
Required Education:
Person Specification Education & Training: A bachelors 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.
View more
View less
Job Location:
Monthly Salary:
Experience Required:
Posted on:
14 hours ago
Vacancies:
1 Vacancy
