Sales Insurance Consultant

To advise and sell insurance products to bank customers, providing excellent service while identifying opportunities to upsell and cross-sell. The role is responsible for resolving customer queries, managing policy-related requests, and supporting the achievement of bancassurance sales targets.

Key Responsibilities

• Promote, sell, and provide guidance on insurance products to bank customers through various channels.
• Identify opportunities to upsell and cross-sell insurance solutions that meet customer needs.
• Respond to customer insurance queries and complaints promptly, escalating only complex issues when necessary.
• Deliver a high standard of customer service and ensure a positive customer experience.
• Build and maintain strong relationships with customers, branch staff, insurers, brokers, and other key stakeholders.
• Follow all policies, procedures, regulatory requirements, and risk controls to protect the bank and its customers.
• Act as a brand ambassador by demonstrating professionalism and adhering to the bank’s Code of Conduct.
• Use customer feedback and data insights to improve service quality and sales performance.
• Suggest process and system improvements that enhance customer experience and operational efficiency.
• Accurately capture, update, and maintain customer and policy information in the relevant systems in line with data governance requirements.
• Collaborate effectively with team members and contribute to a high-performance culture.