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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. This role reports to the Head, Wealth Distribution.

Job Responsibilities

• Work closely with the Area Managers and RMs to strategize and identify potential customers.
• Meet and follow up with clients.
• Offer specialized financial guidance and advice to RMs.
• Complete financial needs analysis.
• Follow up with potential customers after appointments, closure and attend to customer requests on the policy until it turns into production.
• Review client insurance policies to identify insurance gaps.