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Key Responsibilities

Generate new business by identifying and prospecting potential banks and customers through cold calls, networking, and referrals.
Conduct in-depth needs assessments to understand the insurance and financial needs of both banks and their clients.
Present customized insurance solutions that align with client needs and objectives.
Develop and execute sales strategies to achieve and surpass monthly, quarterly, and annual sales targets.
Track and report sales performance regularly, implementing corrective actions to improve results.

Build and maintain strong, long-term relationships with key partners and clients to ensure retention and encourage referrals.
Provide exceptional customer service, promptly addressing inquiries and concerns.
Participate in industry events and seminars to expand your professional network and stay informed on market trends.

Maintain up-to-date knowledge of all company insurance products, services, and industry regulations.
Educate clients on various policy options, coverages, and benefits.
Ensure all documentation and sales activities are accurate and compliant with legal and regulatory standards.

Work closely with internal teams, including underwriting and claims, to deliver comprehensive solutions to clients.
Share market feedback and insights with marketing and product development teams to enhance our offerings.
Conduct market research to identify new opportunities and stay ahead of competitors' products and pricing.

Bachelor's degree in business, finance, or a related field is preferred, but any graduate is welcome to apply.
Proven experience in a sales role, with a strong preference for candidates from the insurance or banking industry.
Exceptional communication, negotiation, and presentation skills.
Results-driven with a history of meeting and exceeding sales targets.
Proficiency with CRM software and other sales tools.
Thorough knowledge of insurance products and industry regulations.