Position Overview
About the job
- Lead the marketing efforts for the branch’s exclusive suite of bancassurance products.
- Proactively convert branch walk-in traffic and mine the existing banking database to identify high-potential leads.
- Maintain high visibility through consistent daily sales activities and face-to-face client interactions.
- Perform deep-dive financial fact-finding and insurance gap analyses to deliver customized protection strategies.
- Deliver dedicated after-sales support to ensure policy persistence and client satisfaction.
- Uphold the highest standards of professional integrity by complying with all internal banking controls and external financial regulations.
- Knowledge of insurance product such as PCE (A / B / C) and / or Ceili Licence will be an added advantage.
Key Responsibilities
As a Senior Financial Services Consultant, you are responsible for driving the branch’s bancassuran...