Bancassurance Sales Specialist

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

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