{"id":106535,"date":"2026-08-10T05:58:57","date_gmt":"2026-08-10T05:58:57","guid":{"rendered":"https:\/\/jobs.dataaxisnode.com\/kenya\/uncategorized\/bancassurance-sales-officer\/"},"modified":"2026-08-10T05:58:57","modified_gmt":"2026-08-10T05:58:57","slug":"bancassurance-sales-officer","status":"publish","type":"post","link":"https:\/\/jobs.dataaxisnode.com\/kenya\/jobs\/nairobi\/bancassurance-sales-officer\/","title":{"rendered":"Bancassurance Sales Officer"},"content":{"rendered":"<p><script type=\"application\/ld+json\">{\"@context\": \"https:\/\/schema.org\/\", \"@type\": \"JobPosting\", \"title\": \"Bancassurance Sales Officer\", \"description\": \"Key Responsibilities\\nDrive Insurance Sales;\\nPromote and sell bancassurance products, including life, general, medical, and asset insurance.\\nAchieve monthly, quarterly, and annual sales targets.\\nCustomer Relationship Management\\nIdentify customers' insurance needs and recommend suitable products.\\nBuild and maintain strong relationships with existing and prospective customers.\\nProvide excellent customer service throughout the sales and policy lifecycle.\\nBusiness Development\\nGenerate new business opportunities from the bank's customer base.\\nConduct customer visits and follow up on sales leads.\\nOrganize customer awareness campaigns and insurance product presentations\\nCross-Selling\\nCollaborate with relationship managers, personal bankers, and branch staff to identify cross-selling opportunities.\\nIntegrate insurance solutions into customers' broader financial plans.\\nBranch Support and Training\\nTrain and coach branch staff on bancassurance products and sales techniques.\\nIncrease staff awareness to encourage quality referrals.\\nSales Pipeline Management\\nMaintain a healthy sales pipeline and ensure timely follow-up on customer inquiries.\\nTrack leads from referral to policy issuance.\\nCompliance and Risk Management\\nEnsure all sales comply with regulatory requirements and internal bank policies.\\nComplete Know Your Customer KYC and other compliance documentation accurately.\\nAdhere to ethical selling practices and customer protection guidelines.\\nPolicy Administration\\nAssist customers with policy applications and documentation.\\nLiaise with insurance partners to facilitate policy issuance, renewals, endorsements, and claims support.\\nReporting\\nPrepare regular sales and performance reports.\\nMonitor key performance indicators KPIs and recommend improvement initiatives.\\nRequirements\\nBachelor's degree in Commerce, Finance, Actuarial Science, Business Administration, or a related field.\\nAt least 1 year of experience selling bancassurance or insurance products.\\nCertificate of Proficiency COP in Insurance is mandatory.\\nKnowledge of banking legislation, policies, and insurance products.\\nStrong Microsoft Office skills especially Excel and Word.\\nExcellent presentation, communication, and report-writing skills.\\nGood business acumen, decision-making, and problem-solving abilities.\\nProfessional and well-presented.\\nSales and negotiation skills\\nRelationship management\\nCustomer service orientation\\nCommunication and presentation skills\\nInsurance product knowledge\\nAnalytical and problem-solving skills\\nTime management and organization\\nTeamwork and collaboration\\nResults-driven mindset\\nHigh ethical standards and attention to compliance\", \"datePosted\": \"2026-08-07\", \"hiringOrganization\": {\"@type\": \"Organization\", \"name\": \"Stratostaff\"}, \"jobLocation\": {\"@type\": \"Place\", \"address\": {\"@type\": \"PostalAddress\", \"addressLocality\": \"Nairobi\", \"addressCountry\": \"KE\"}}, \"directApply\": true, \"validThrough\": \"2026-08-21T23:59:59\", \"employmentType\": \"FULL_TIME\"}<\/script><\/p>\n<p><strong>Company:<\/strong> Stratostaff<\/p>\n<p><strong>Location:<\/strong> Nairobi<\/p>\n<p><strong>Job Type:<\/strong> Full Time<\/p>\n<p><strong>Apply Before:<\/strong> 2026-08-21<\/p>\n<h3>Job Description<\/h3>\n<p>Key Responsibilities<br \/>Drive Insurance Sales;<br \/>Promote and sell bancassurance products, including life, general, medical, and asset insurance.<br \/>Achieve monthly, quarterly, and annual sales targets.<br \/>Customer Relationship Management<br \/>Identify customers&#8217; insurance needs and recommend suitable products.<br \/>Build and maintain strong relationships with existing and prospective customers.<br \/>Provide excellent customer service throughout the sales and policy lifecycle.<br \/>Business Development<br \/>Generate new business opportunities from the bank&#8217;s customer base.<br \/>Conduct customer visits and follow up on sales leads.<br \/>Organize customer awareness campaigns and insurance product presentations<br \/>Cross-Selling<br \/>Collaborate with relationship managers, personal bankers, and branch staff to identify cross-selling opportunities.<br \/>Integrate insurance solutions into customers&#8217; broader financial plans.<br \/>Branch Support and Training<br \/>Train and coach branch staff on bancassurance products and sales techniques.<br \/>Increase staff awareness to encourage quality referrals.<br \/>Sales Pipeline Management<br \/>Maintain a healthy sales pipeline and ensure timely follow-up on customer inquiries.<br \/>Track leads from referral to policy issuance.<br \/>Compliance and Risk Management<br \/>Ensure all sales comply with regulatory requirements and internal bank policies.<br \/>Complete Know Your Customer KYC and other compliance documentation accurately.<br \/>Adhere to ethical selling practices and customer protection guidelines.<br \/>Policy Administration<br \/>Assist customers with policy applications and documentation.<br \/>Liaise with insurance partners to facilitate policy issuance, renewals, endorsements, and claims support.<br \/>Reporting<br \/>Prepare regular sales and performance reports.<br \/>Monitor key performance indicators KPIs and recommend improvement initiatives.<br \/>Requirements<br \/>Bachelor&#8217;s degree in Commerce, Finance, Actuarial Science, Business Administration, or a related field.<br \/>At least 1 year of experience selling bancassurance or insurance products.<br \/>Certificate of Proficiency COP in Insurance is mandatory.<br \/>Knowledge of banking legislation, policies, and insurance products.<br \/>Strong Microsoft Office skills especially Excel and Word.<br \/>Excellent presentation, communication, and report-writing skills.<br \/>Good business acumen, decision-making, and problem-solving abilities.<br \/>Professional and well-presented.<br \/>Sales and negotiation skills<br \/>Relationship management<br \/>Customer service orientation<br \/>Communication and presentation skills<br \/>Insurance product knowledge<br \/>Analytical and problem-solving skills<br \/>Time management and organization<br \/>Teamwork and collaboration<br \/>Results-driven mindset<br \/>High ethical standards and attention to compliance<\/p>\n<h3>How to Apply<\/h3>\n<p>Interested and qualified? Go to Stratostaff on jobs.stratostaff.co.ke to apply<br \/>Build your CV for free. Download in different templates.<\/p>\n<p><a href=\"https:\/\/www.myjobmag.co.ke\/apply-now\/1300932\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:10px 20px;background:#2271b1;color:#fff;text-decoration:none;border-radius:4px;\">Apply Now<\/a><\/p>\n<p><small>Source: MyJobMag<\/small><\/p>\n<p><!-- job-expiry: 2026-08-21 --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Company: Stratostaff Location: Nairobi Job Type: Full Time Apply Before: 2026-08-21 Job Description Key ResponsibilitiesDrive Insurance Sales;Promote and sell bancassurance products, including life, general, medical, and asset insurance.Achieve monthly, quarterly, and annual sales targets.Customer Relationship ManagementIdentify customers&#8217; insurance needs and recommend suitable products.Build and maintain strong relationships with existing and prospective customers.Provide excellent customer service [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1408,1409],"tags":[1425,1413,1412,1533],"class_list":["post-106535","post","type-post","status-publish","format-standard","hentry","category-jobs","category-nairobi","tag-full-time","tag-job-listing","tag-myjobmag","tag-stratostaff"],"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts\/106535","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/comments?post=106535"}],"version-history":[{"count":0,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts\/106535\/revisions"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/media?parent=106535"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/categories?post=106535"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/tags?post=106535"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}