Bancassurance Advisor (Nationwide)

If you are looking to excel and make a difference, take a closer look at us…

The Bancassurance Advisor role will be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. He/She will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals.

Job Responsibilities

• To work closely with the Area Managers and Relationship Managers to strategizing and identifying potential customers.
• Meeting/following up with clients.
• Offering specialized financial guidance and advice to Relationship Managers.
• Completing financial needs analysis.
• To follow-up with potential customers after appointment, closure and attending to customer’s request on the policy until it turn into production.
• To review client insurance policies to identify insurance gap.
...