Senior Bancassurance Advisor

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Overview

Role focused on building and maintaining bancassurance relationships within the bank, driving cross-sell opportunities with branch staff and customers, and achieving sales targets for insurance products.

Responsibilities

• Foster a healthy relationship with branch staff and the Branch Manager to generate referrals.
• Engage walk-in customers and tap the bank’s database to cross-sell bancassurance products.
• Proactively communicate with branch staff about products and services offered.
• Work with Relationship Managers to increase insurance sales penetration to PB / AP clients.
• Meet clients and conduct the full sales process, including after-sales servicing.
• Obtain business resources from referrals and leads.
• Establish and strengthen customer relationships; maintain good rapport with customers and branch staff to ensure effective liaison and efficient operations.
• Aim to meet or exceed sales targets set by the Bank and ensure compliance with internal controls and regulatory requirements.
• Conduct fact-findings and insurance need analyses for clients and provide prompt advice and solutions.
• Contribute to team-generated ideas and action plans to increase activity and sales of insurance products.
• Maintain knowledge of the Bank’s products, features, benefits, promotions, and procedures.
• Provide personal financial advisory services to prospective customers and maintain persistency and cooling-off ratios.

Qualifications & Experience

Skills

Knowledge

Employment type

Seniority level

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