Branch Sales Officer- Life Insurance

At RAKBANK, we believe in fostering a culture of innovation, growth, and excellence. We are not just a bank – we are a community that thrives on teamwork, cutting-edge solutions, and the highest standards of governance.

Join us in co-creating the future of RAKBANK!

Job Overview 

Build and preserve relationship with the customers for banking products. Ensure new business and healthy product mix is maintained keeping customer suitability at the core. Achieve sales targets including Beyond points with progressive customer engagement. Need to ensure delivery of quality service to customers while adhering to RAKBANK standards and operational controls.

What You Will be doing

• Execute branch tasks related to new business with accuracy and efficiency, ensuring exceptional customer experience while adhering to established processes and procedures.

• Promote and sell financial products to meet sales targets.

• Provide expert guidance to customers, maintaining professionalism and compliance with the Staff Code of Conduct.

• Support branch operations by performing additional tasks as directed by the line manager.

• Stay informed about the Business Continuity Plan (BCM), completing necessary training to ensure readiness for potential disruptions.

• Build and maintain strong relationships with internal teams and customers to drive business objectives.

• Uphold the Sales Governance Document and service standards consistently

• Complete assigned sales tasks promptly and accurately while delivering high-quality customer service.

• Assist in new business processes under the guidance of the line manager, ensuring compliance with policies, procedures, and regulatory requirements.

• Foster a positive brand image through excellent customer interactions and service quality.

• Continuously seek opportunities for professional growth, collaboration, and efficiency improvement.

What You Should Have

• Selling Skills – Effectively promote and sell products or services to meet and exceed targets.

• Analytical Thinking – Assess complex situations, interpret data, and develop informed solutions.

• Fostering Teamwork – Collaborate with colleagues to achieve collective goals and enhance team performance.

• Initiative – Take proactive steps to improve processes and solve challenges independently.

• Managing Performance – Monitor progress, set objectives, and drive results effectively.

• Customer Orientation – Prioritize customer needs and ensure satisfaction through tailored solutions.

• Persuasive Communication – Influence decisions and drive engagement through clear and compelling dialogue.

• Thoroughness - Maintain accuracy and attention to detail in all tasks