Bank Insurance Specialist

Responsibilities

. Develop and maintain strong relationships with bank clients, driving sales of insurance products through proactive outreach and regular follow-up to ensure customer satisfaction and retention

. Conduct customer needs analysis to identify gaps and ensure that customer needs are met with insurance solutions that align with their financial goals.

. Stay up to date with the latest product offerings and market trends to effectively promote solutions that deliver optimal value.

. Identify new business opportunities and expand the bancassurance channel through effective networking, prospecting, and leveraging existing relationships with bank partners.

. Build a pipeline of leads and convert them into long-term clients.

. Meet and exceed sales targets and KPIs, contributing to the overall growth and profitability of the bancassurance division.

. Ensure proper advisory procedures and documentation w...