Insurance Sales Representative

Key Duties and Responsibilities 


Cross-sell insurance products to bank customers. 
Develop an open and trusting relationship with Bank’s Branch Managers/officers/staff. 
Establish and monitor processes that facilitate enhanced sales effectiveness, ongoing positive. contribution and smooth relationship management between the partners and the organization. 
Develop channel sales plan with effective budget forecasting across recruitment, licensing, activation and productivity targets for the sales force. 
Support the facilitation of smooth onboarding of customers and ensure prompt delivery to customers within the Service Level Agreement. 
Manage and monitor the life and general insurance sales in the assigned territory. 
Lead sales presentations and negotiations with customers. 
Support the team of associates to drive insurance business in the assigned territory. 
Support bank branches by ensuring sales of insurance products. 
Prepare reports to present findings and document information in a systematic manner. 
Work jointly with product & marketing, Underwriting Departments for pre-sales activities & support for sales acquisition. 
Act as a support function for the assigned branches for queries related to Insurance business. 
Assist in mapping robust and effective Bancassurance training execution. 
Spearhead all lead generation initiative from the bank – whether through walk in, data mining, referrals and others.


Key Requirements 

Education and Work Experience 


Bachelor’s degree in business management, Marketing, Insurance or equivalent. 
Minimum of five (5) years’ experience in insurance sales-related roles. 


Skills and Competencies 


Knowledge of Bancassurance partnership distribution channel. 
Knowledge of the Nigerian financial services market and Insurance sector will be of great advantage. 
Ability to multitask. 
Industry Knowledge – well versed with product knowledge and industry trends. 
Result Orientation- performance oriented. 
Strong communication and interpersonal skills. 
Strong business presentation skills. 
Strong networking and relationship management skills. 
Ability to work well in a team. 
Excellent negotiation skills. 
Proficient with Microsoft office suite.