Bancassurance Lead Generator

Education and experience required

• Minimum of second-class degree with relevant experience in a front-line banking sales/marketing/service environment.
  

• At least a credit in Math and English subjects at O’ level
  

• 2 Principle passes at A ‘ level
  

• Certificate of Proficiency (COP)
  

Sales to Retail and Business Banking customers with operational rigor and compliance with KYC requirements: (90%)

· Deliver exceptional sales performance by identifying and meeting customer needs through selling & 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 line manager for review.

Customer Service (5) %

· Provide excellent timely customer service in line with Absa values and policies

· Resolve customer queries, complaints and process their 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 and the KYC Helpdesk, credit unit) to ensure a quick turnaround time of escalated queries, complaints, and submitted product applications

Technical Experience and Capability (5) %

· Pursue continued improvement in personal development by participating in learning and development trainings assigned

Agree annual performance objectives with the line manager, including specific sales targets