Bancassurance Sales Representatives Life at Sanlam Investments East Africa (SIEA)

Primary Responsibilities

• Driving Sales: Focus on generating new business life insurance sales through designated bank partner branches, ensuring both quality and quantity.
• Financial Consultation: Conduct financial talks with prospective clients to understand their needs and propose suitable insurance plans.
• Business Processing: Sign off on all new business received from bank partners, ensuring smooth underwriting processes and compliance with company standards.
• Customer Service: Assist with premium collection and promptly resolve customer queries and complaints to ensure customer satisfaction.
• Relationship Building: Foster productive relationships to expand the pool of prospective clients through networking, cold calling, and referrals.
• Needs Assessment: Evaluate the financial status and needs of individual and business customers, proposing tailored protection plans.
• Reporting: Keep the line manager informed of daily production activities and attend relevant training sessions as required.

Person Specifications

Academic Qualification:

• Bachelor’s degree in Business Administration/Marketing/Insurance or equivalent. Diploma in Insurance or related field from a recognized institution.
• Professional Qualification: Certificate and Diploma in Insurance from AllK/ACII or equivalent.Qualification in COP/ECOP

Experience:

• Minimum of one (1) year relevant experience in Sales.

Skills and Attributes:

• Possess all necessary licenses required by Law and/or Regulation.
• Proven track record as a Bancassurance Sales Representative or relevant role.
• Ability to provide competent guidance and seek expert advice when needed.
• Strong goal-oriented approach.
• Experience in delivering client-focused solutions and building long-lasting relationships.