Sales Insurance Consultant
Full time @Standard Bank posted 45 minutes ago in Finance Shortlist Email JobJob Detail
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Job ID 24138
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Career Level Officer
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Experience 3 Years
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Gender Both
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Industry Finance
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Qualifications Degree Bachelor
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Job Type Full time
Job Description
ob Overview
Business Segment: Insurance & Asset Management
Company: Stanbic Bank Uganda
Location: UG, Central Region, Kampala, Hannington Road 17
Job Type: Full-time
Job Ref ID: 80454666A-0001
Date Posted: 7/24/2026
Job Description
To advise and sell insurance products to bank customers, providing excellent service while identifying opportunities to upsell and cross-sell. The role is responsible for resolving customer queries, managing policy-related requests, and supporting the achievement of bancassurance sales targets.
Key Responsibilities
- Promote, sell, and provide guidance on insurance products to bank customers through various channels.
- Identify opportunities to upsell and cross-sell insurance solutions that meet customer needs.
- Respond to customer insurance queries and complaints promptly, escalating only complex issues when necessary.
- Deliver a high standard of customer service and ensure a positive customer experience.
- Build and maintain strong relationships with customers, branch staff, insurers, brokers, and other key stakeholders.
- Follow all policies, procedures, regulatory requirements, and risk controls to protect the bank and its customers.
- Act as a brand ambassador by demonstrating professionalism and adhering to the bank’s Code of Conduct.
- Use customer feedback and data insights to improve service quality and sales performance.
- Suggest process and system improvements that enhance customer experience and operational efficiency.
- Accurately capture, update, and maintain customer and policy information in the relevant systems in line with data governance requirements.
- Collaborate effectively with team members and contribute to a high-performance culture.
Qualifications
- Bachelor’s Degree in Finance, Accounting, Insurance, Business Administration, or a related field.
- Atleast 5 years’ experience in the insurance industry, with exposure to sales, customer service, or insurance operations.
- Experience in a banking branch environment, customer service, or bancassurance sales will be an added advantage.
- Demonstrated ability to build customer relationships, identify sales opportunities, and deliver excellent customer service.
Additional Information
Behavioural Competencies:
- Articulating Information
- Checking Things
- Developing Expertise
- Following Procedures
- Interacting with People
- Interpreting Data
- Managing Tasks
Technical Competencies:
- Client Knowledge
- Client Retention
- Client Servicing
- Client Value Propositions
- Insurance Principles
- Insurance Products & Services
- Risk Identification
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Application ends in 14d 18h
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