Coporate Account Executive

Job Description

The Banca Channel Sales Executive/Officer plays a crucial role in promoting and selling life insurance products to bank customers within assigned bank branches.

Responsibility:

• Complete life insurance product sales goals through designated bank branches.
• Among the bank’s customers, identify potential customers and make proactive contact with them.
• Give pitches outlining the features and benefits of different insurance products and how they can be specific to meet the needs of specific customer.
• Engage in helpful advertising efforts and sales calls with bank employees.
• Understand the financial needs and goals of bank customers through effective communication and needs analysis
• Provide excellent customer service, addressing queries and concerns promptly and professionally.
• Offer after-sales support and maintain ongoing relationships with customers to ensure their satisfaction and potential for future sales
• This role may require travel to various bank branches within the assigned region.

Qualification:

• A Bachelor’s degree is necessary.
• A minimum of two years of sales management experience, ideally in the insurance sector.
• Excellent coaching, mentoring, and leadership abilities.
• Outstanding interpersonal, communication, and bargaining abilities.
• Excellent reasoning and problem-solving abilities.