Bancassurance Sales Consultant

EFU Life Assurance Ltd.; Saddar; On-site; PKR 500,000 - 900,000; Full time

Job summary

EFU Life Assurance Ltd. in Rawalpindi is seeking a Bancassurance Sales Consultant to build and maintain relationships with bank staff and customers to promote EFU Life’s insurance and Takaful products.

The consultant will identify customer needs, provide tailored financial protection and savings solutions, and support customers through the application and onboarding process. Daily activities include meeting sales targets, conducting client meetings, delivering product presentations, and ensuring

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or related field preferred.
• Experience in bancassurance or insurance sales is an advantage.
• Ability to meet targets and comply with regulatory standards.

Responsibilities

• Build and maintain relationships with bank staff and customers to promote EFU Life’s products.
• Identify customer needs and present tailored financial protection and savings solutions.
• Support customers through the application and onboarding process.
• Meet daily sales targets and deliver product presentations to clients.
• Provide regular reporting on sales performance and ensure regulatory compliance.

Skills

Sales consulting

Customer service

Communication skills

Consulting skills

Education

Bachelor’s degree in Business, Finance, Marketing, or related field

Tools

Office software

Job description

Company Description

EFU Life Assurance Ltd. is a leading life and health insurer and Family Takaful operator in Pakistan’s private sector, with a legacy dating back to 1992 as the first private sector life insurance company. The organization is recognized as a trusted brand for comprehensive financial planning and protection solutions. EFU Life fosters a culture that promotes growth, nurtures talent, and empowers individuals to pursue excellence. Its corporate values are rooted in integrity, ethical conduct, and honesty. The company embraces diversity and is committed to helping people build a future where financial security and wellbeing are accessible to all.

Role Description

This is a full-time, on-site role based in Rawalpindi for a Bancassurance Sales Consultant. The role involves building and maintaining relationships with bank staff and customers to promote EFU Life’s insurance and Takaful products. The consultant will identify customer needs, provide tailored financial protection and savings solutions, and support customers through the application and onboarding process. Daily activities include meeting sales targets, conducting client meetings, delivering product presentations, and ensuring high levels of customer satisfaction. The role also requires regular reporting on sales performance, adherence to company policies and regulatory requirements, and collaboration with internal teams to enhance service quality.

Qualifications

• Candidates should possess strong Sales Consulting skills, including prospecting, needs assessment, and closing sales.
• Candidates should possess Customer Satisfaction and Customer Service skills to ensure positive client experiences and long-term relationships.
• Candidates should possess effective Communication skills to explain products clearly and interact with diverse customers and bank stakeholders.
• Candidates should possess Consulting skills to provide informed financial protection and savings recommendations aligned with customer goals.
• Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred.
• Prior experience in bancassurance, financial services, or insurance sales is an advantage.
• Ability to work with targets, handle customer queries professionally, and comply with regulatory and ethical standards.
• Proficiency in basic office software and comfort with using digital tools for reporting and customer management.