Bancassurance Officer

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.