Principle Accountabilities

• Present, promote and sell products to existing and prospective customers.
• Establish, develop, and maintain positive business and customer relationships.
• Execute new business acquisition, cross-selling, and upselling strategies.
• Reach out to customer leads through cold calling and continuously improve through feedback.
• Respond promptly to customer queries and claims issues in line with internal procedures.
• Expedite the resolution of customer problems and complaints to maximize satisfaction.
• Deliver the agreed upon sales targets and outcomes within agreed timelines.
• Coordinate sales effort/activations with team members and branch team.
• Analyze the territory/market’s potential, track sales and status reports.
• Assisting and supporting the Branch in meeting their allocated bancassurance sales target.
• Supporting the branch to ensure 100% retention of existing bancassurance business.
• Ensure all collateral and bank‑interest assets are appropriately insured with the bank’s interest properly noted.
• Champion training and product awareness initiatives for branch staff.
• Ensure customer satisfaction through timely delivery of documents and effective after-sales support.
• Submit daily sales activity logs and performance reports to branch leadership and Bancassurance management.
• Supply management with reports on customer needs, problems, interests, competitive activities and potential for new products and services.
• Keep abreast of best practices and promotional trends.
• Any other duties as may be assigned from time to time.

Key Competencies and Skills

• Excellent knowledge of MS office.
• Excellent communication and interpersonal skills.
• Relationship management skills and openness to feedback.
• Excellent planning and organization skills.
• Ability to work under pressure.
• Excellent problem solving and decision-making skills.
• Knowledgeable with industry’s rules and regulations.
• Results driven and customer focused.
• Basic understanding of the insurance industry and products. 
• Excellent selling, communication and negotiation skills.
• Prioritizing, time management and organizational skills.
• Ability to create and deliver presentations tailored to the audience needs.

Minimum Qualifications, Knowledge and Experience

• Bachelor’s Degree from a reputable institution.
• 3 years sales experience.
• Certificate of proficiency in Insurance (COP).
• ACII or AIIK or progress towards the same will be an added advantage.