Job purpose

A Bancassurance Officer promotes and sells insurance products through bank channels. This role involves building strong relationships with bank staff and customers, understanding their insurance needs, and providing tailored solutions to meet those needs.

Qualifications

• Bsc. in Insurance and Risk Management or any business-related field.
• Good Communication and interpersonal skills.
• Negotiation skills
• Able to work well in a team.

Responsibilities

• Achieve insurance sales targets provided.
• Identify and cultivate relationships with key stakeholders within partner banks, including branch managers and relationship managers.
• Prepare quotations for the Banks and share proforma invoices when required.
• Engage with potential clients to understand their insurance needs and offer suitable products.
• Maintain a client portfolio and ensure high satisfaction and retention levels.
• Ensure all sales activities comply with regulatory requirements and internal policies.
• Prepare and submit regular reports on sales performance and market trends.

• Achieve insurance sales targets provided.
• Identify and cultivate relationships with key stakeholders within partner banks, including branch managers and relationship managers.
• Prepare quotations for the Banks and share proforma invoices when required.
• Engage with potential clients to understand their insurance needs and offer suitable products.
• Maintain a client portfolio and ensure high satisfaction and retention levels.
• Ensure all sales activities comply with regulatory requirements and internal policies.
• Prepare and submit regular reports on sales performance and market trends.

• Good Communication and interpersonal skills.
• Negotiation skills
• Able to work well in a team.

• Bsc. in Insurance and Risk Management or any business-related field.