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HF Group
Direct Sales Representative Personal Banking - Nairobi Region
Nairobi
• Kenya
Closed for applications
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Equity Bank Kenya , HF Group, Mogo Kenya Limited , National Bank of Kenya, Springboard CapitalProfession (Banking, microfinance, insurance)
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Seniority (Sales, marketing, promotion, Banking, microfinance, insurance)
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National Bank of Kenya
Banking + 2 more
Description
Skills & Experience:
- Bachelor’s degree in insurance, Business, Actuarial Science or related field.
- Professional certification in insurance, COP or ECOP is mandatory
- At least 1 year of experience in Insurance, Bancassurance, or within a financial institution.
- Experience in selling insurance products or financial solutions is an added advantage.
Responsibilities
- Drive sales of life, general, medical, and micro‑insurance products in allocated branches to achieve individual and branch targets.
- Identify insurance opportunities by collaborating with branch staff and integrating insurance into daily banking conversations.
- Provide market intelligence, customer insights, and competitor updates to support sales strategies and revenue growth.
- Support marketing campaigns, branch activations, and customer outreach activities to generate leads and close business.
- Deliver product knowledge and basic technical training to branch staff through huddles and on‑the‑job coaching.
- Participate in sales meetings and contribute ideas that enhance sales productivity and customer engagement.
- Serve as the first point of contact for claims by assisting with initial documentation and escalating cases appropriately.
- Ensure timely submission, processing, and follow‑up of all insurance business to deliver smooth customer experiences.
- Collect and submit accurate documentation for policy issuance, endorsements, and renewals in line with regulatory and internal standards.
- Build strong customer relationships through effective communication, timely responses, and consistent follow‑up to support satisfaction and retention.
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