About the role

Relationship Manager -Banca Sales - Life Insurance

Job Summary:

The Banca Sales Executive for Life Insurance plays a vital role in driving sales and expanding market presence within banking channels. This position focuses on building relationships with bank employees and clients to effectively promote and sell life insurance products, contributing to both client financial security and the organization's growth objectives.

Key Responsibilities:

Develop and maintain strong relationships with banking partners to facilitate life insurance product sales.
Conduct product training sessions and workshops for bank staff to enhance their understanding and capability in promoting life insurance.
Identify customer needs and recommend suitable life insurance products by conducting financial assessments.
Achieve sales targets through proactive outreach and by leveraging the bank's customer base.
Provide excellent customer service by addressing client inquiries and resolving issues promptly.
Monitor market trends and competitor products to adjust strategies accordingly and maintain a competitive edge.
Collaborate with marketing teams to develop promotional materials tailored to banking clients and customers.

Requirements:

Bachelor's degree in Business, Finance, or a related field.
Proven experience in sales, particularly within the banking or insurance industry.
Strong knowledge of life insurance products and relevant regulations.
Exceptional communication and interpersonal skills to engage clients and bank staff effectively.
Ability to work independently as well as part of a larger team.
Strong analytical and problem-solving skills to assess client needs.
Sales certifications or licenses as required by regulatory bodies.

Preferred Qualifications:

Experience in a banca assurance model or partnership with banks.
Strong network within the banking sector and existing B2B relationships.
Proficiency in CRM software and sales tracking tools.
Advanced negotiation skills with a track record of achieving sales conversions.

Benefits:

Competitive base salary with performance-based incentives.
Comprehensive health insurance coverage for employees and their families.
Retirement savings plan with employer matching contributions.
Generous paid time off and holiday schedule.
Ongoing professional development and training opportunities.
Employee discounts on insurance products and services.
Supportive and inclusive company culture that values diversity.

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Relationship officer