Bancassurance Specialist

Job Summary

The Bancassurance specialist plays a key role in supporting licensed bank employees of our partner bank to drive sales performance, ensure high-quality customer service, and strengthen the partnership. The role involves daily visits to bank branches, motivating the sales team, monitoring pipelines, identifying new opportunities, and ensuring client satisfaction in line with MetLife’s sales and service standards.

Key Responsibilities

•Conduct daily visits to partner bank branches to support licensed bank staff in achieving sales targets.

• Review and discuss sales pipeline and opportunities with bank employees.

• Motivate and coach the sales team to optimize performance and overcome challenges.

• Support existing clients with after-sales service and ensure their needs are met promptly and professionally.

• Identify and develop new sales opportunities to maximize growth potential.

• Ensure adherence to sales and service quality KPIs.

• Collaborate with internal teams to resolve client issues and provide a seamless customer experience.

• Share regular feedback and market insights with the Bancassurance Manager to improve strategies and outcomes.

Qualifications & Experience

• Bachelor’s degree in Business Administration, Finance, Marketing, or any related field.

• Minimum of 2 years’ experience in sales or customer service.

• Experience in insurance or banking is a strong plus.

• Proven ability to meet and exceed sales targets.

• Strong communication, interpersonal, and relationship management skills.

• Ability to work under pressure and handle multiple tasks effectively.

• High level of customer service orientation. 

Key Competencies

• Sales-driven mindset with a focus on results.

• Excellent coaching and motivational skills.

• Problem-solving and analytical ability.

• Strong teamwork and collaboration.

• Adaptability and resilience.