Banca Channel Insurance Advisor

Drive life insurance policy sales through allocated bank partner branches (Bancassurance channel).

Build strong relationship management ties with bank branch staff to receive warm customer referrals.

Perform market analysis and evaluate branch customer profiles to pitch targeted insurance products.

Ensure seamless service delivery during policy application, documentation verification, and underwriting.

Meet assigned monthly branch sales targets, conversion ratios, and product cross-selling goals.

Maintain comprehensive referral tracking registers, branch visit logs, and customer interaction reports.

Bachelor's degree in Business Administration, Commerce, Marketing, or related disciplines.

1–3 Yrs of solid experience in life insurance sales, specifically with a strong understanding of bancassurance.

Proven track record in relationship management, service delivery, and financial product selling.

Excellent communication, persuasion, and partner coordination capabilities.