Standard Chartered Bank Job Vacancy : Insurance Specialist
Job description
To support insurance sales, and to maximize the competitive advantage of the Bank’s business by providing product knowledge, sales and after-sales support of insurance products to customers.
Key Roles and Responsibilities
- Collaborate with RMs or branch sales staff or New Business teams to provide professional insurance planning services and pre-sales information, meet potential customers and answer complex
insurance enquires.Job description
To support insurance sales, and to maximize the competitive advantage of the Bank’s business by providing product knowledge, sales and after-sales support of insurance products to customers.
Key Roles and Responsibilities
- Collaborate with RMs or branch sales staff or New Business teams to provide professional insurance planning services and pre-sales information, meet potential customers and answer complex
- Analyze customers’ financial situation and identify their financial needs recommend relevant products and structure solutions to best suit their needs.
- Provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
- Work closely with RMs or branch sales staff or New Business teams to optimize the sales results.
- Maximize business opportunities to achieve predictable sales targets / business goals.
- Coaching RMs for knowledge development
Compliance and Control
- Comply with all applicable compliance procedures and report any suspicious activity to Unit Money Laundering Prevention Officer and line manager.
- Comply with the guidelines listed in operation manual and product policies on all sales process.
- Adhere to the highest standard of quality and customer satisfaction
- General Referral
- Make referrals to other channels based on identified customer needs, preferably with high probability of closure.
Qualifications and Skills
-Thorough knowledge of Insurance products and services
- Certificate of Insurance Proficiency
- Excellent interpersonal and networking skills, internally and externally
- Strong sales and relationship building skills
- Ability to match perceived customer needs with existing Bank products
- Good grasp of competitive awareness
- University Graduate, Second Class Upper
- KCSE Mean Grade B, with B in both English & Mathematics
- Insurance Sales experience Minimum 2 Years
Diversity and Inclusion
Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage. By building an inclusive culture, each employee can develop a sense of belonging, and have the opportunity to maximise their personal potential.
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