Key Responsibilities
- Partner Management: Build solid relationships with the bank's branch managers and sales teams.
- Training: Teach bank staff about insurance products, rules, and how to sell them.
- Lead Generation: Get customer data from the bank. You help bank staff close deals with walk-in customers and existing bank clients.
- Target Achievement: Drive sales goals for the bank partners and measure success. [1, 2, 3, 4]
Qualifications & Skills
- Experience: Usually 2 to 4 years in life or general insurance sales, banking, or wealth management.
- Education: A bachelor's degree is required.
- Skills: Strong communication, team building, and relationship-building skills.
- Compliance: A good understanding of the rules set by financial regulators. [1, 2, 3]