发布 Jun 02, 2025 90 查看 Report Job
The Branch Sales Officer is responsible for generating life insurance sales by engaging walk-in customers at a designated national bank branch, as well as following up with potential clients through leads provided by colleagues and the manager. The officer acts as a Jubilee Life Insurance representative and is expected to meet assigned sales targets while maintaining strong customer relationships and upholding service standards.
Key Responsibilities:
Customer Engagement:
- Approach walk-in customers at the designated bank branch to present suitable life insurance products.
- Actively listen to customer needs and recommend appropriate insurance plans based on their profile.
Lead Conversion:
- Contact potential customers through leads shared by the bank staff or the sales team.
- Conduct follow-ups via phone calls, WhatsApp, or in-person meetings as needed to convert leads into sales.
Sales Execution:
- Achieve daily, weekly, and monthly sales targets assigned by the Sales Manager.
- Prepare and submit daily sales reports and client interaction logs.
Bank Liaison:
- Build strong relationships with bank staff to ensure smooth collaboration and lead generation.
- Represent Jubilee Life Insurance professionally within the bank branch environment.
Product Knowledge & Training:
- Stay updated with all insurance products, policy terms, and underwriting guidelines.
- Participate in regular product and sales training sessions.
Requirements:
Education: Bachelor’s degree (preferred in Business Administration, Marketing, or Finance)
Experience: Minimum 1 year in sales, preferably in insurance, banking, or financial services
Skills:
- Excellent communication and interpersonal skills
- Strong persuasion and negotiation abilities
- Customer service oriented
- Basic computer literacy (MS Office, CRM tools)
Additional Information:
Job Type: Full-Time (Branch-based)
Compensation: Base salary + Commission + Incentives
Why Join Us?
- Opportunity to work in a professional banking environment
- Attractive commission and career growth opportunities
- Training and support from an experienced sales management team
Jubilee Life Insurance
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