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Business Development Officer-Bancassurance Job HF Group

Banking Jobs, HF Group Jobs.

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Principle Accountabilities

  • Present, promote and sell products to existing and prospective customers.
  • Establish, develop, and maintain positive business and customer relationships.
  • Execute new business acquisition, cross-selling, and upselling strategies.
  • Reach out to customer leads through cold calling and continuously improve through feedback.
  • Respond promptly to customer queries and claims issues in line with internal procedures.
  • Expedite the resolution of customer problems and complaints to maximize satisfaction.
  • Deliver the agreed upon sales targets and outcomes within agreed timelines.
  • Coordinate sales effort/activations with team members and branch team.
  • Analyze the territory/market’s potential, track sales and status reports.
  • Assisting and supporting the Branch in meeting their allocated bancassurance sales target.
  • Supporting the branch to ensure 100% retention of existing bancassurance business.
  • Ensure all collateral and bank‑interest assets are appropriately insured with the bank’s interest properly noted.
  • Champion training and product awareness initiatives for branch staff.
  • Ensure customer satisfaction through timely delivery of documents and effective after-sales support.
  • Submit daily sales activity logs and performance reports to branch leadership and Bancassurance management.
  • Supply management with reports on customer needs, problems, interests, competitive activities and potential for new products and services.
  • Keep abreast of best practices and promotional trends.
  • Any other duties as may be assigned from time to time.

Key Competencies and Skills

  • Excellent knowledge of MS office.
  • Excellent communication and interpersonal skills.
  • Relationship management skills and openness to feedback.
  • Excellent planning and organization skills.
  • Ability to work under pressure.
  • Excellent problem solving and decision-making skills.
  • Knowledgeable with industry’s rules and regulations.
  • Results driven and customer focused.
  • Basic understanding of the insurance industry and products. 
  • Excellent selling, communication and negotiation skills.
  • Prioritizing, time management and organizational skills.
  • Ability to create and deliver presentations tailored to the audience needs.

Minimum Qualifications, Knowledge and Experience

  • ACII or AIIK or progress towards the same will be an added advantage.
  • Bachelor’s Degree from a reputable institution.
  • 3 years sales experience.
  • Certificate of proficiency in Insurance (COP).

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How to Apply

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