Posted 3 days ago
Bancassurance Associate
AI Summary
Supports bank staff in generating life insurance leads and closing sales while conducting banking transactions. Works with branch managers to drive insurance business and maintains relationships with bank partners and clients.
About this role
Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
Job Description
- Help bank staff to generate Life Insurance leads while conducting banking transactions
- Responsible for closure of sales leads
- Support Branch Managers to drive life insurance business
- Share knowledge about life insurance products to bank staff
- Provide data on various parameters of sales of Life Insurance to Branch Managers
- Closely work with bank sales & service team to answer any customer-related queries, and service the claims
- Establish and maintain positive relationships with prospects and existing clients
- Involve actively in all joint promotional activities by the bank and insurance company
Requirements
- Any Graduate preferably in Business, Economics and Banking
- Minimum 2 years of working experience in Banks, Insurance or any related industry in Sales
- Good communication and interpersonal skill
- Ability to liaise with clients and maintain strong and healthy relationship with partner bank and branch staff
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
Skills
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