Profile Introduction

• Our client is a leading Africa – Focused financial services organization seeking a competent Bancassurance Direct Sales Agent.

Qualifications/Requirements

• Post-secondary school qualifications – possession of a university degree and/ or a Certificate of Proficiency (COP) in insurance will be an added advantage.
• Prior sales experience in the financial services industry experience in the insurance industry is an added advantage.

Job Specification-

• Interact and collaborate with Bank stakeholders to ensure optimal execution of the value proposition through leveraging the end-to-end value chain and driving take up of insurance solutions.
• Builds and maintains relationships with the Bank’s Relationship Managers, Universal Bankers, other Direct Sales teams and Bancassurance Intermediary Limited (SBIL) Business Development teams and collaborates and integrates with them to harness insurance opportunities.
• Participates in the branches, and Personal and Private Banking (PPB) (Main Markets Client segments) sales, pipeline and connect sessions to pick up insurance opportunities.
• Proactively hold regular insurance meetings with other Bank Sales teams, Branch Managers and Universal Bankers.
• Effectively uses the connect sessions as a forum to present various Bancassurance Intermediary limited solutions and upskill the branch stakeholders.
• Ensure insurance conversations are happening regularly at the branch and supports the branch in achieving set penetration of insurance products targets across the branch clientele.
• Identify and pursue insurance sales opportunities within the branches.
• Conducted frequent insurance financial needs review to establish new upsell/cross sell opportunities.
• Achieve set bancassurance branch sales targets.
• Supports other client segments within the bank, other product houses within the wider Insurance and Asset Management and other departments within SBIL.
• Services all insurance complaints, in respect of the insurance products at the branch.
• Ensure appropriate adherence to processes driven by customer needs across the specific branches.
• Ensure effective communication and the appropriate delivery of client propositions from an insurance perspective.
• Takes personal responsibility for coaching and mentoring others.
• Applies knowledge, resources and experience to resolve problems.
• Constantly maintains a professional environment and celebrates successes within the branches.