Background

Equity Bank is a leading financial services provider in Africa, committed to empowering individuals and businesses through innovative banking solutions. We are seeking a motivated and results-oriented Relationship Officer- Bancassurance to join our dynamic team in Kenya.

Responsibilities

• Develop and maintain strong relationships with clients to understand their financial needs and offer suitable bancassurance products.
• Promote and sell a range of insurance products, including life, health, and general insurance, to existing and potential customers.
• Provide expert advice and guidance on insurance solutions, ensuring clients' needs are met.
• Achieve sales targets and contribute to the overall growth of the bancassurance portfolio.
• Stay updated on market trends, competitor activities, and regulatory changes in the insurance sector.
• Collaborate with internal teams to ensure seamless service delivery to clients.

Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Professional qualification in Insurance (e.g., ACII, CII) is an added advantage.
• Proven sales experience in the financial services or insurance industry.
• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of insurance products and financial markets.
• Ability to work independently and as part of a team.

Experience

Minimum of 2 years of relevant experience in a similar role.

Additional Details

This is an exciting opportunity to build a career in a leading financial institution. We offer a competitive remuneration package and opportunities for professional development.

• Develop and maintain strong relationships with clients to understand their financial needs and offer suitable bancassurance products.
• Promote and sell a range of insurance products, including life, health, and general insurance, to existing and potential customers.
• Provide expert advice and guidance on insurance solutions, ensuring clients' needs are met.
• Achieve sales targets and contribute to the overall growth of the bancassurance portfolio.
• Stay updated on market trends, competitor activities, and regulatory changes in the insurance sector.
• Collaborate with internal teams to ensure seamless service delivery to clients.

• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of insurance products and financial markets.
• Ability to work independently and as part of a team.

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Professional qualification in Insurance (e.g., ACII, CII) is an added advantage.
• Proven sales experience in the financial services or insurance industry.