Bancassurance Executive - Banca Channel

As a Bancassurance Executive, you will focus on connecting banking services with insurance solutions to meet client needs. Your daily activities will include promoting bancassurance products through the banca channel and collaborating with banking partners to enhance customer engagement.

You will be responsible for building and maintaining strong relationships with banking partners. This includes conducting presentations and training sessions for bank staff to ensure they understand our product offerings. You will identify potential clients and provide personalized insurance solutions tailored to their financial goals. Monitoring market trends and competitor activities will be essential in identifying growth opportunities. Additionally, you will work with the marketing team to create effective promotional materials and campaigns.

• Develop and sustain relationships with banking partners for product promotion.
• Conduct presentations and training for bank staff on product offerings.
• Identify potential clients and provide customized insurance solutions.
• Monitor market trends and competitor activities for growth opportunities.
• Collaborate with marketing to produce targeted promotional materials.
• Ensure compliance with regulatory requirements and company policies in sales activities.

Required skills include a strong understanding of bancassurance and the banca channel. Excellent communication skills are necessary to build relationships effectively. Proficiency in sales techniques, as well as analytical skills to assess market trends, is also important.