Bancassurance Lead Generator

To achieve agreed sales targets in line with the business objectives through pro-active selling of Bank’s Insurance products.

The jobholder will be responsible for business development both with new and existing customers where they are expected to grow the respective Bancassurance book. 

• Deliver exceptional sales performance by identifying and meeting customer needs through selling and cross selling of Bancassurance products to meet set sales targets.
• Provide direct “hands on” sales support (quality lead generation and effective follow up) to generate and convert quality leads into sales.
• Submit and check correctness of the completed application forms of different insurance products in line with Bank policies and requirements to the line manager for review.
• Comply with general Operational risk & Rigor requirements, e.g., Health & Safety standards and security of premises, KYC, and anti-money laundering regulations.
• Provide excellent, timely customer service in line with Absa values and policies.
• Resolve customer queries and complaints, and process applications within the bank’s service level agreements. Escalate any unresolved queries, or queries not resolved in a short period of time, to the Line Manager.
• Build relationships with internal service providers (Operations, the KYC Helpdesk, and the credit unit) to ensure quick turnaround time of escalated queries, complaints, and submitted product applications.
• Pursue continued improvement in personal development by participating in assigned learning and development training.
• Agree annual performance objectives with the line manager, including specific sales targets.

• Minimum of a second-class degree with relevant experience in a front-line banking sales, marketing, or service environment.
• At least a credit in Mathematics and English at O’ Level.
• Two principal passes at A’ Level.
• Certificate of Proficiency (COP).