Bancassurance Associate
Core
Sales of life insurance products at bank branches, generating leads, and servicing claims.
Role type
Bancassurance Associate
Builds
Life insurance sales and customer service for bank partners
Domain
Financial Services / Insurance
Deliverable
product features
Required skills
Sales, relationship management, data reporting, product knowledge sharing, joint promotional execution
Preferred skills
Background in Business, Economics, or Banking
Technologies
None stated
Responsibilities
Close sales leads from walk-ins and branch referrals, support branch managers to drive life insurance business, share life insurance product knowledge with bank staff, provide sales data to branch managers, work with bank sales teams to answer customer queries and service claims, establish and maintain relationships with prospects and clients, participate in joint promotional activities
Seniority
Entry-level to Mid-level