Job Description

about the job.
Drive business expansion for the bancassurance portfolio by cultivating strong client relationships and offering tailored financial protection solutions.

Build and nurture long-term partnerships with banking clients to boost insurance distribution and client retention.
Perform detailed customer needs assessments to match financial goals with suitable insurance portfolios.
Provide professional advisory services as a subject matter expert across life, health, and general insurance products.
Identify new growth avenues and manage a robust client pipeline to meet key performance indicators.
Maintain complete compliance with regulatory standards, internal advisory procedures, and ethical conduct guidelines.

skills and experience required.

Educational background with a diploma or degree in Business, Finance, or a related discipline.
Possess relevant CMFAS certifications including M5, M9, M9A, HI, BCP, and PGI.
Proven track record of sales success and business growth within the bancassurance or financial advisory space.
Deep understanding of comprehensive insurance products and market trends.
Strong interpersonal, client relationship management, and consultative communication skills.

(EA: 94C3609 / R26163835)