Bancassurance Sales Representative – Coast Region

About the role

The Bancassurance Sales Representative will promote and sell life, general, medical and micro‑insurance products to branch customers in the Coast region. The role involves identifying insurance needs, assisting with claims documentation, processing policy paperwork and renewals, and building lasting customer relationships.

Key responsibilities

• Drive sales of life, general, medical and micro‑insurance products to achieve individual and branch targets.
• Identify insurance opportunities by collaborating with branch staff and integrating insurance discussions into daily banking conversations.
• Provide market intelligence, customer insights and competitor updates to support sales strategies.
• Support marketing campaigns, branch activations and customer outreach activities to generate leads and close business.
• Deliver product knowledge and basic technical training to branch staff through huddles and on‑the‑job coaching.
• Assist customers with initial claims documentation and ensure timely processing of policy issuance, endorsements and renewals.

Required profile

• Bachelor’s degree in Insurance, Business, Actuarial Science or a related field.
• Professional insurance certification (COP or ECOP) is mandatory.
• At least 1 year of experience in insurance, bancassurance or a financial institution; experience selling insurance products is an advantage.