Role Overview
This position focuses on selling insurance products through bank partnerships, helping clients secure coverage that fits their financial situation. You will work from bank branches, identify customer needs, and recommend suitable policies while meeting sales targets. Every interaction contributes to the bank's revenue and strengthens customer loyalty, so your ability to build trust and close deals matters.
Key Responsibilities
- Prospect new clients from the bank's existing customer base and convert leads into policy sales
- Conduct needs-based conversations to understand each customer's financial goals and risk exposure
- Present and explain insurance options clearly, including premium costs, coverage limits, and exclusions
- Maintain a healthy sales pipeline by tracking leads, follow-ups, and conversion rates
- Prepare accurate sales reports and submit them to management on a timely basis
- Collaborate with bank tellers and relationship managers to identify cross-selling opportunities
- Ensure all sales activities comply with IRA regulations, internal policies, and ethical standards
- Represent the insurance provider at bank events or client meetings to promote products
Requirements & Qualifications
- Bachelor's degree in Insurance, Actuarial Science, or a related discipline
- Certificate of Proficiency (COP) in Insurance
- Valid IRA licence to operate as an insurance sales representative
- At least 2 years of relevant experience in the insurance sector, with a preference for Bancassurance roles
- Proven ability to prospect, manage a sales pipeline, and deliver clear reports
- Strong public speaking and presentation skills
- Excellent verbal and written communication, with good interpersonal skills to engage clients and bank staff
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Application deadline: Aug 21, 2026 · 7 days left to apply
Contact Information
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