Bancassurance Officer
Posted:
Company Details
Name:Incredo Finance
Industry:
Banking
Website:
https://www.incredo.co.ke/
Description:
Incredo is a non-deposit taking microfinance institution registered as a private limited company incorporated in 2014 with its Head Office located in Thika Town. Since its inception, Incredo has grown to become one of the fastest-growing MFI, addressing the gaps that exist in the provision of afford…
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Job Details
Job Type:
Full Time
Workplace Type:
On-site
Qualification:
Diploma
Job Experience:
Mandatory
Job Location:
Nairobi County, Kenya
Closing Date:
Undisclosed
Salary:
KES Unspecified / month
Other Pay:
Benefits
Job Category:
Sales & Marketing
Job Description
Insurance Sales Advisor
We are seeking a motivated Insurance Sales Advisor to join our team. In this role, you will sell insurance products to both Incredo customers and new clients, advise on suitable coverage, and support cross-selling with credit products. You will work closely with branch teams to identify opportunities, maintain accurate records, and ensure compliance with regulations while helping achieve company insurance targets.
Key Responsibilities
- Sell insurance products to Incredo customers and new clients.
- Advise customers on suitable insurance covers based on their needs.
- Follow up on renewals, claims, and customer inquiries.
- Work with branch teams to identify and convert insurance opportunities.
- Maintain proper records of policies, sales, commissions, renewals, and customer engagements.
- Support cross-selling of insurance products alongside credit products.
- Build and maintain good relationships with customers and insurance partners.
- Support achievement of individual and company insurance targets.
- Ensure compliance with company procedures and insurance regulations.
- Prepare regular reports on sales, renewals, claims, and pipeline.
Qualifications and Experience
Required
- COP in Insurance is required.
- Experience in insurance sales, bancassurance, or financial services is required.
- Good understanding of insurance products and customer needs.
- Good sales, communication, and follow-up skills.
- Good record keeping and attention to detail.
- Ability to work independently and with branch teams.
Added Advantage
- Experience in a microfinance, lending, banking, or SACCO environment will be an added advantage.
- Diploma or degree in Business, Insurance, Marketing, Finance, or a related field will be an added advantage.
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Contact Information
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