Drive new business and revenue generation through the promotion of insurance products and services.
Provide expert guidance to clients on suitable insurance solutions, ensuring alignment with their financial goals and protection needs.
Manage and execute sales strategies and policies in line with organizational objectives.
Collaborate with Consumer Banking teams, including retail banking, consumer lending, auto finance, and small business banking, to identify cross-selling opportunities.
Maintain up-to-date knowledge of products, regulatory requirements, and market developments to ensure compliant and effective advisory.
Achieve sales targets while maintaining high standards of professionalism and ethical conduct.
