Bancassurance Sales Officer - Rift Valley

Role Overview

This role places you at the front line of retail health insurance distribution inside partner bank branches. You will spend your days engaging bank customers and staff, identifying protection needs, and converting those conversations into health insurance policies that fit each customer’s situation. Your performance directly expands the organization’s retail health portfolio and strengthens the commercial relationship with banking partners.

Key Responsibilities

• Drive sales of retail health insurance plans through designated partner bank branches, tailoring recommendations to individual and family needs.
• Cultivate productive working relationships with branch personnel, managers, and customers so that referrals and repeat business become a natural part of the branch routine.
• Source, qualify, and follow up on leads generated from bank customer traffic and staff introductions.
• Consistently hit monthly sales targets and contribute to the broader growth of the health insurance portfolio.
• Explain policy features, coverage details, exclusions, and claim processes in clear, customer-friendly language.
• Manage the full sales cycle, from initial inquiry through application submission and policy issuance, coordinating with bank staff as needed.
• Keep up to date on retail health products, market trends, and partner bank procedures to maintain credibility and sales effectiveness.
• Track pipeline activity and report progress against targets to sales leadership.

Requirements & Qualifications

• Diploma or bachelor’s degree in business, finance, marketing, or a related discipline.
• Minimum of 2 years of sales experience, with a proven background in insurance sales.
• Strong verbal communication and presentation abilities, with the capacity to make complex insurance concepts easy to understand.
• Excellent interpersonal skills and the confidence to build trust with bank employees and customers at all levels.
• Self-driven, target-focused, and comfortable working in a fast-paced, results-oriented environment.
• Demonstrated history of meeting or exceeding monthly sales goals.
• Ability to work independently within a bank branch setting while maintaining strong collaboration with partner teams.