Bancassurance Sales Officer (1-Year Contract)

About the role

A top-tier commercial bank, one of Africa's largest financial institutions, is recruiting Bancassurance Sales Officers through its recruitment partner. The role drives insurance sales through the bank's branch network, identifies new business, cross-sells insurance products, retains customers and builds strong relationships with bank staff and clients, while monitoring sales performance and ensuring compliance with insurance regulations and company policies.

Key responsibilities

• Promote and sell bancassurance products (life, general, medical and asset insurance) and achieve monthly, quarterly and annual sales targets.
• Identify customers' insurance needs, recommend suitable products and build relationships with existing and prospective customers.
• Generate new business from the bank's customer base, conduct customer visits, follow up leads and run awareness campaigns and product presentations.
• Collaborate with relationship managers and personal bankers to integrate insurance into customers' financial plans.
• Train and coach branch staff on products and sales techniques.
• Maintain a healthy sales pipeline and track leads from referral to policy issuance.
• Ensure compliance with regulations and internal policies, complete KYC documentation and adhere to ethical selling practices.
• Assist customers with policy applications and liaise with insurance partners on issuance, renewals, endorsements and claims support.
• Prepare sales and performance reports and monitor KPIs.

Required profile

• Bachelor's degree in Commerce, Finance, Actuarial Science, Business Administration or a related field.
• At least 1 year of experience selling bancassurance or insurance products.
• Certificate of Proficiency (COP) in Insurance is mandatory.
• Knowledge of banking legislation, policies and insurance products.

Required skills

• Strong Microsoft Office skills, especially Excel and Word.
• Excellent presentation, communication and report-writing skills.
• Sales, negotiation and relationship management skills.
• Analytical, problem-solving and time-management abilities.