Job Title: Relationship Executive Bancassurance (Full-Time, Kandy)
Company Introduction:
At Union Assurance PLC, we’re on a mission to make life insurance simple, accessible, and impactful. As one of Sri Lanka’s most trusted insurance providers, we focus on helping individuals build stronger financial futures while enhancing their overall well-being. With over three decades of experience and innovation, we empower lives and contribute to national progress—one policy at a time.
Job Overview:
We’re looking for a motivated and customer-focused Relationship Executive Bancassurance to join our growing Bancassurance team in Kandy. In this role, you’ll act as the key link between our partner banks and Union Assurance, driving insurance sales, offering tailored financial solutions, and ensuring clients receive exceptional service throughout their journey.
Key Responsibilities:
- Build and maintain strong relationships with bank staff and branch managers
- Promote and explain life insurance solutions to bank customers
- Identify sales opportunities and meet assigned sales targets
- Conduct client meetings, presentations, and follow-ups
- Provide expert guidance to clients on choosing the right insurance products
- Ensure smooth coordination between bank branches and the Union Assurance sales team
- Deliver excellent post-sale service and resolve client queries efficiently
- Maintain accurate records of leads, follow-ups, and closed deals
Qualifications:
Must-Have:
- Strong communication and interpersonal skills
- Experience in sales, customer service, or financial services
- A positive attitude with a self-driven, goal-oriented approach
- Ability to work effectively in a fast-paced, team-driven environment
- Basic knowledge of life insurance or financial products
Nice-to-Have:
- Bachelor’s degree in Business, Finance, Marketing, or a related field
- Previous experience in a bancassurance or insurance sales role
- Strong negotiation and problem-solving abilities
Location & Work Type:
On-site position based in Kandy
Full-time | Monday to Friday (occasional weekends for promotions/events)
Why Work Here?
- Competitive salary and performance-based incentives
- Opportunity to grow within one of Sri Lanka’s leading insurance companies
- Comprehensive training and continuous learning support
- Friendly, supportive team culture focused on development
How to Apply:
Ready to take your career to the next level in financial services?
Send your updated CV to [Insert Email Address]
Have questions? Reach us at [Insert Phone Number]
Start your journey with Union Assurance—where your growth is our priority.