Sales Insurance Consultant – Stanbic Bank Uganda

Job Overview

About Stanbic Bank Uganda

Job Description

Key Responsibilities

• Promote, sell, and provide professional guidance on insurance products to bank customers through various channels.
• Understand customer financial needs and recommend suitable insurance solutions that provide value and protection.
• Identify opportunities to upsell and cross-sell insurance products to existing and potential customers.
• Support achievement of assigned bancassurance sales targets through effective customer engagement.
• Generate new insurance business opportunities through customer relationships and referrals.

• Respond to customer insurance queries and complaints promptly while ensuring professional resolution.
• Escalate complex customer issues appropriately while maintaining ownership of customer satisfaction.
• Deliver high-quality customer service and ensure a positive customer experience throughout the insurance journey.
• Build and maintain strong relationships with customers, branch staff, insurers, brokers, and other key stakeholders.
• Support customer retention through excellent service delivery and continuous engagement.

• Follow all bank policies, procedures, regulatory requirements, and risk controls to protect the bank and customers.
• Ensure all insurance transactions comply with internal guidelines and industry regulations.
• Maintain accurate customer records and ensure proper documentation of insurance activities.
• Act as a brand ambassador by demonstrating professionalism and following the bank’s Code of Conduct.

• Use customer feedback and data insights to improve service quality and increase sales performance.
• Suggest process and system improvements that enhance customer experience and operational efficiency.
• Accurately capture, update, and maintain customer and policy information in relevant systems.
• Ensure customer information is managed according to data governance requirements.

• Collaborate effectively with team members and contribute towards a high-performance culture.
• Work closely with banking teams to identify new insurance opportunities.
• Share market insights and customer feedback to support business growth.

Qualifications and Requirements

• Bachelor’s Degree in:
  • Finance
  • Accounting
  • Insurance
  • Business Administration
  • Any related field

• At least 5 years’ experience in the insurance industry.
• Experience should include exposure to:
  • Insurance sales
  • Customer service
  • Insurance operations
  • Policy administration
• Experience working in a banking branch environment, customer service role, or bancassurance sales position will be an added advantage.

• Ability to build strong customer relationships.
• Ability to identify sales opportunities.
• Strong customer service skills.
• Ability to achieve sales targets.
• Good understanding of insurance products and services.

Behavioural Competencies

Technical Competencies

Work Hours

Career Growth Opportunities

• Senior Bancassurance Officer
• Insurance Relationship Manager
• Bancassurance Manager
• Insurance Sales Manager
• Customer Experience Manager
• Insurance Operations Manager
• Financial Advisory Specialist

Why Join Bancassurance?

• Insurance advisory services
• Financial solutions
• Customer relationship management
• Sales and business development
• Banking operations
• Risk management

Interview Preparation Questions

1. Tell us about your experience in insurance sales.
2. How do you identify customer insurance needs?
3. Explain your approach to achieving insurance sales targets.
4. How would you handle a dissatisfied insurance customer?
5. What insurance products are you familiar with?
6. How can a bank increase bancassurance sales?
7. Describe your experience working with customers and stakeholders.
8. How do you ensure compliance when selling insurance products?

CV Writing Tips for Sales Insurance Consultant Applicants

• Insurance sales experience.
• Bancassurance experience.
• Customer relationship management skills.
• Sales achievements and targets achieved.
• Knowledge of insurance products.
• Policy administration experience.
• Banking environment experience.
• Communication and negotiation skills.

How to Apply