Bancassurance Sales Officer - Coast

Role Overview

This role is built around growing health insurance sales through bank partnerships. You will spend your time in and around partner bank branches, working with bank colleagues and their customers to uncover protection gaps and match people with suitable retail health plans. Your work matters because it turns routine banking relationships into a steady source of new policyholders and helps the business expand its retail insurance footprint.

Key Responsibilities

• Champion individual health insurance plans to bank customers and guide them from first interest to issued policy.
• Cultivate trust with branch employees, officers, and managers so they feel confident introducing clients and sharing leads.
• Hold needs-based conversations with prospects, explain plan details in plain language, and help them choose coverage that fits their situation.
• Prospect actively within assigned banking locations and follow up promptly on referrals and customer enquiries.
• Deliver against monthly production goals and maintain the activity levels needed to keep the pipeline full.
• Complete applications, collect required documents, and ensure submissions comply with company and regulatory standards.
• Monitor personal sales results and report pipeline status, customer objections, and market feedback to the sales lead.
• Keep partner bank teams engaged through regular branch visits, refresher sessions, and joint customer meetings.

Requirements & Qualifications

• Diploma or bachelor's degree in business, marketing, finance, insurance, or another business-related discipline.
• At least two years of sales experience, with prior insurance sales experience required.
• Demonstrated ability to meet or exceed sales targets and manage a disciplined follow-up process.
• Excellent communication and interpersonal skills, including the confidence to present to bank staff and customers.
• Self-motivated, goal-oriented, and comfortable working in a target-driven sales environment.
• Strong lead-generation and relationship-management abilities, with a knack for turning casual conversations into sales opportunities.
• Ability to explain insurance concepts clearly, handle questions, and guide customers through the buying process.
• Organised approach to paperwork, documentation, and compliance requirements.