Bancassurance Sales Representative

Main Duties & Responsibilities 

  • Sales of insurance products to meet set targets from time to time in the branches allocated
  • Work closely with the branch colleagues and regional management team in driving retail products as set out from time to time
  • Work closely with regional sales management and Bancassurance Sales team in the branches to provide market intelligence, strategies to deepening relationships and driving revenue growth in their area of operation.
  • Support the marketing activities and campaigns set out in the business in driving potential business opportunities and marketing initiatives to actualize these into revenues.
  • Provide basic technical guidance to the branch staff and sales team through branch trainings on product knowledge during branch hurdles and as an insurance consultant at the branch
  • Participate in sales meetings and offer valuable ideas contributing towards the growth of business.
  • Support in the initial claims documentation and as a point of contact for claims arising from the branch
  • Submission, processing and follow up to conclusion on business from the branch
  • Provision of all document necessary for placement of business in line with the processes in place.

Academic & Professional Qualification

  • University Degree in Business related field.
  • Certificate in Insurance e.g. COP, ACII, IIK
  • 2 years’ experience in the Financial/Banking/Business development field, three (2) of which should be in Insurance/Marketing environment
  • Entrepreneurial and Commercial thinking
  • Excellent research, analytical, and problem-solving skills.
  • Integrity and courage to challenge actions within various business units and the status quo.

Work Experience & Skills

  • Strong persuasion, management and communication skills
  • Strong organizational skills
  • Excellent stakeholder management skills
  • Creative approach, with the ability to anticipate challenges and develop innovative solutions;
  • Knowledge of financial management.
  • Passionate Drive for results.
  • Service Excellence.

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