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Job Purpose

This role reports to the Bancassurance Sales Officer and it is responsible for creating customer awareness and selling the NDBIA products & services to potential customers by matching them with insurance policies in order to grow the customer base.

Key Responsibilities

• To perform door to door sales of NDBIA Bancassurance to ensure convenient service to clients.
• To execute sales objectives through proactive selling, whist following the outlined NDBIA and the Agency sales processes.
• To undertake needs analysis of policy applications and recommend accordingly, selecting the right product solutions based on client specific needs.
• Maximize cross-selling and upselling opportunities through offering of insurance policies and services.
• Follow up on new leads and referrals from field activity.
• Prepare action plans and schedules to identify specific targets and to project the number of contacts to be made.
• To manage and route client queries effectively and efficiently in line with the NDBIA complaints management process, ensuring quality service and customer satisfaction.
• Adhere to NDBIA and Agency AML policy including adherence to KYC requirements.
• To ensure the effective record keeping of all sales related documents
• To always adhere to customer confidentiality principles.
• To meet and exceed sales goals through prospecting, cold calls, warm calls, referrals, and collateral campaigns.
• Identify and understand customer needs and propose appropriate solutions.
• Manage new and existing client relationships.
• Develop and maintain prospect and customer databases.
• Analyze sales activity to identify opportunities for business development.
• Manage and prioritize tasks to meet daily and weekly goals.

Qualification and Experience

• Certificate of Proficiency in both long and short term will be an added advantage.
• Proven 3-5 years Sales experience within the insurance  environment  required.

Competencies

• The ability to retain important information.
• Ability to determine best insurance policy for individual clients
• Sound consultative selling skills.
• Excellent networking skills.
• Strong negotiation skills.
• Effective communication skills.
• Exceptional customer service skills
• Agility
• Integrity
• Initiative

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