Bancassurance Specialist Team Head
Core
Lead a team of Bancassurance Specialists to drive insurance sales through the bank's retail and wealth banking channels.
Role type
Senior IC sales team lead (bancassurance)
Builds
Insurance sales, customer acquisition, and business growth via retail and wealth channels
Domain
Financial services / Bancassurance
Required skills
Team leadership, sales strategy execution, stakeholder management, regulatory compliance, data analytics, CRM utilization, talent development
Preferred skills
CMFAS M5, M5A, M9, M9A, HI certifications, experience with affluent customer segments
Technologies
CRM tools, data analytics platforms
Responsibilities
Coach and motivate team to exceed sales targets, build partnerships with internal stakeholders and insurance partners, develop sales strategies for growth, monitor sales pipelines and performance metrics, support complex client engagements for holistic planning, ensure adherence to regulatory requirements, foster high-performance culture
Seniority
Senior, hands-on IC