• 
  Promote and sell
  bancassurance products, including life, general, medical, and asset insurance.
• 
  Achieve monthly, quarterly,
  and annual sales targets.

2.
Customer Relationship
Management

• 
  Identify customers'
  insurance needs and recommend suitable products.
• 
  Build and maintain strong
  relationships with existing and prospective customers.
• 
  Provide excellent customer
  service throughout the sales and policy lifecycle.

3.
Business Development

• 
  Generate new business
  opportunities from the bank's customer base.
• 
  Conduct customer visits and
  follow up on sales leads.
• 
  Organize customer awareness
  campaigns and insurance product presentations.

4.
Cross-Selling

• 
  Collaborate with
  relationship managers, personal bankers, and branch staff to identify
  cross-selling opportunities.
• 
  Integrate insurance
  solutions into customers' broader financial plans.

5.
Branch Support and Training

• 
  Train and coach branch
  staff on bancassurance products and sales techniques.
• 
  Increase staff awareness to
  encourage quality referrals.

6.
Sales Pipeline Management

• 
  Maintain a healthy sales
  pipeline and ensure timely follow-up on customer inquiries.
• 
  Track leads from referral
  to policy issuance.
  

7.
Compliance and Risk
Management

• 
  Ensure all sales comply
  with regulatory requirements and internal bank policies.
• 
  Complete Know Your Customer
  (KYC) and other compliance documentation accurately.
• 
  Adhere to ethical selling
  practices and customer protection guidelines.

8.
Policy Administration

• 
  Assist customers with
  policy applications and documentation.
• 
  Liaise with insurance
  partners to facilitate policy issuance, renewals, endorsements, and claims
  support.

9.
Reporting

• 
  Prepare regular sales and
  performance reports.
• 
  Monitor key performance
  indicators (KPIs) and recommend improvement initiatives.

Requirements

• 
  Bachelor's degree in
  Commerce, Finance, Actuarial Science, Business Administration, or a related
  field.
• 
  At least 1 year of
  experience selling bancassurance or insurance products.
• 
  Certificate of Proficiency
  (COP) in Insurance is mandatory.
• 
  Knowledge of banking
  legislation, policies, and insurance products.
• 
  Strong Microsoft Office
  skills (especially Excel and Word).
• 
  Excellent presentation,
  communication, and report-writing skills.
• 
  Good business acumen,
  decision-making, and problem-solving abilities.
• 
  Professional and
  well-presented.
• 
  Sales and negotiation
  skills
• 
  Relationship management
• 
  Customer service
  orientation
• 
  Communication and
  presentation skills
• 
  Insurance product knowledge
• 
  Analytical and
  problem-solving skills
• 
  Time management and
  organization
• 
  Teamwork and collaboration
• 
  Results-driven mindset
• 
  High ethical standards and
  attention to compliance