Key Responsibilities
Client Acquisition – Identify and pursue new business opportunities by networking, referrals, and cold calling to build a robust client portfolio.
Relationship Management – Develop and maintain strong relationships with clients, ensuring their needs are met and their expectations exceeded.
Sales Strategy – Collaborate with the team to design and implement effective sales strategies to achieve revenue targets.
Market Research – Monitor industry trends, market conditions, and competitor activities to identify new opportunities and areas for growth.
Proposal Development – Prepare and present compelling proposals and quotations to prospective clients.
Client Retention – Work closely with the customer service team to ensure high levels of client satisfaction and retention.
Reporting – Maintain accurate records of all sales activities and provide regular reports to management.
Qualifications and Requirements
Bachelor’s degree in business, Marketing, Insurance or a related field.
Certificate of proficiency (COP)
A minimum of 1–2 years’ experience in Bancassurance or insurance field
Proven experience in business development, sales, or client relationship management, preferably within the insurance industry.
Strong knowledge of insurance products and services is an added advantage.
Excellent communication, negotiation and presentation skills.
Results-oriented with a track record of meeting or exceeding sales targets.
Ability to work independently and as part of a team.
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