About the role

Banca Direct Channel Life Insurance Specialist

Job Summary:

The Banca Direct Channel Life Insurance Specialist will play a pivotal role in expanding our life insurance offerings through banking channels. This position is essential for driving sales, enhancing customer engagement, and providing top-notch insurance solutions that meet the evolving needs of clients.

Key Responsibilities:

Develop and execute strategic sales plans to promote life insurance products through the banca direct channel.
Collaborate with banking partners to identify opportunities for cross-selling insurance solutions to their client base.
Conduct training sessions for bank staff on life insurance products and effective sales techniques.
Analyze market trends and customer feedback to adapt strategies and improve product offerings.
Provide exceptional customer service by addressing inquiries and resolving issues efficiently.
Monitor sales performance metrics and report on progress towards targets and objectives.
Engage in networking and relationship-building activities to enhance the bank's insurance portfolio.

Requirements:

Bachelor’s degree in Finance, Business Administration, or a related field.
2+ years of experience in life insurance sales or a similar role within a banking environment.
In-depth knowledge of life insurance products and regulatory requirements.
Strong interpersonal and communication skills to build relationships with clients and partners.
Proficiency in data analysis and sales reporting tools.
Ability to work independently and as part of a collaborative team.
Valid life insurance license is required.

Preferred Qualifications:

Experience in working with cross-functional teams within a banking setting.
Certification in insurance or financial planning (e.g., CFP, CLU) is a plus.
Track record of achieving sales targets and enhancing client satisfaction.
Familiarity with digital banking tools and customer relationship management (CRM) systems.

Benefits:

Competitive salary with performance-based bonuses.
Comprehensive health, dental, and vision insurance plans.
Opportunities for professional development and career growth.
Flexible working hours and remote work options.
Generous paid time off and holiday policies.
Employee discounts on insurance products.
Inclusive work environment with a focus on diversity and employee well-being.

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SFRM - Banka Direct