• Execute bancassurance strategies from Management within their own team
• Build up strong relationships and communication with all bank staff/branches from day to day
• Manage & lead activities of insurance specialist to delivery daily, weekly & monthly sales target
• Manage daily referral leads for productivity within their own team members and ensuring closing conversation is min 30% of the leads referred
• Iron daily relationship with bank staff, management to max quality referrals
• Provide effective selling process, need analysis, presenting skill, closing skills to insurance specialist from day to day
• Develop, submit monthly management report to up line management
• Manage and submit daily activities management report with expectation of average level 3 leads daily up to Line Manager
• Other tasks will be assigned by Line Manager