Bancassurance Sales Representative

Reporting to the Bancassurance Regional Sales Manager, the Bancassurance Sales Representative will be responsible for driving sales of insurance & Retail products in the assigned branches. The role holder will be responsible for the management of the day-to-day insurance business by providing quick, seamless, timely, efficient and responsive service to customers at the branch level.

Key Responsibilities:

• Achieve sales targets (both Retail & Insurance) in accordance with the budgets provided; Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of General and Life insurance products.
• Retention of customers within the assigned portfolio – Ensure retention ratio of 85%.
• Drive life Insurance Sales and ensure that set sales budgets are met.
• Provide pipeline data as requested. Monitor own sales performance on a daily, weekly, and monthly basis and provide results to the Sales Managers.
• Own customer queries and complaints around insurance products and resolve in a timely manner. Escalate any unresolved queries to the Line Manager or the Head Office Bancassurance team.
• Ensure accuracy of each application and all other customer documents. Accountable for the accuracy and quality of each application and supporting documents completed and submitted.
• Ensure all claims are reported to Head office Bancassurance team as guided while providing timely feedback to the clients. Assist the client to attach relevant documentation and have claim forms well completed.
• Ensure premiums are collected strictly as per the credit control policy.
• Conduct Branch staff training on Bancassurance products.
• Ensure compliance to the Group’s policies in delivering day-to-day business expectations.

The Person:

For the above position, the successful applicant should have the following:

Academic Qualifications:

• Bachelor’s degree from a university recognized by Commission of University Education.
• Master’s degree is an added advantage.

Professional Qualifications

• Ideal candidate must have either of below:
• Certificate of Proficiency in Insurance (Executive certificate of Proficiency in Insurance
• COP Exemption Certificate

Work Experience:

• At least 1 year of experience in sales.
• Strong knowledge of Insurance Products.

To be considered your application must be received by Tuesday 23rd December 2025.

Qualified candidates with disability are encouraged to apply.

Only short-listed candidates will be contacted.

• Achieve sales targets (both Retail & Insurance) in accordance with the budgets provided; Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of General and Life insurance products.
• Retention of customers within the assigned portfolio – Ensure retention ratio of 85%.
• Drive life Insurance Sales and ensure that set sales budgets are met.
• Provide pipeline data as requested. Monitor own sales performance on a daily, weekly, and monthly basis and provide results to the Sales Managers.
• Own customer queries and complaints around insurance products and resolve in a timely manner. Escalate any unresolved queries to the Line Manager or the Head Office Bancassurance team.
• Ensure accuracy of each application and all other customer documents. Accountable for the accuracy and quality of each application and supporting documents completed and submitted.
• Ensure all claims are reported to Head office Bancassurance team as guided while providing timely feedback to the clients. Assist the client to attach relevant documentation and have claim forms well completed.
• Ensure premiums are collected strictly as per the credit control policy.
• Conduct Branch staff training on Bancassurance products.
• Ensure compliance to the Group’s policies in delivering day-to-day business expectations.

• Sales
• Customer Service
• Insurance Product Knowledge
• Cross-selling
• Data Analysis
• Communication
• Problem-solving
• Training
• Compliance

• Bachelor’s degree from a university recognized by Commission of University Education.
• Master’s degree is an added advantage.
• Certificate of Proficiency in Insurance (Executive certificate of Proficiency in Insurance) OR COP Exemption Certificate