Financial Service Consultant – Bancassurance Channel

Job Responsibilities:

• Generate insurance business through assigned bank branches (4–5 branches).

• Convert customer leads generated by bank staff into sales.

• Build and maintain strong relationships with bank employees.

• Support bank staff with product information and sales campaigns.

• Ensure smooth completion of sales, including documentation and medical requirements.

• Coordinate policy issuance and customer follow-up.

• Drive cross-selling and up-selling opportunities.

• Achieve assigned sales targets.