Wealth Solutions Consultant
2 weeks ago
In this exciting role, you will have the opportunity to leverage your expertise in bancassurance products to support the Affluent Distribution, Business Banking, and Personal Banking teams in driving insurance sales and delivering exceptional customer service. Your responsibilities will include selling a variety of Bancassurance life insurance products to existing and potential bank customers, providing personalized financial advice based on customer needs, collaborating with stakeholders and Insurance Service Providers (ISP), and planning and executing bancassurance sales activities.
Your Key Responsibilities Will Include:
- Sales of Bancassurance life insurance products to existing and potential bank customers.
- Providing personalized financial advice to clients based on their needs.
- Collaboration with stakeholders and Insurance Service Providers (ISP) to ensure seamless execution of sales and services activities.
- Planning and executing bancassurance sales activities.
- Developing a strong understanding of bancassurance products.
- Achievement of assigned sales targets and other key metrics as outlined in the scorecard.
- Assistance in handling client inquiries and resolving issues related to insurance products.
- Adherence to Wealth Solution policies and procedures governing insurance transactions.
- Ensure complete and accurate documentation for all sales transactions in compliance with internal guidelines and regulatory requirements.
Requirements
- Degree or Diploma in any discipline.
- Minimum banking sales experience of 2 years with a proven track record of results.
- Knowledge and sales experience in Life Insurance are essential. Experience in other wealth products is an added advantage.
- Possession of PCE/ CEILLI/ TBE/ FIMM licenses before officially starting the role.
- Strong sales drive.
- Great interpersonal skills with the ability to communicate effectively with all parties.
- Collaborative team player with a strong performance orientation and willingness to travel.
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