Bancassurance Sales Executive

About the role

AIA Sri Lanka is hiring a full-time, on-site Bancassurance Sales Executive in Kurunegala. The role works closely with bank branches to promote and sell AIA's life and health insurance products, building relationships with bank staff and customers and offering tailored insurance and savings solutions.

Key responsibilities

• Build and maintain strong relationships with bank staff and customers.
• Conduct customer needs assessments and provide tailored insurance and savings solutions.
• Meet daily sales targets.
• Deliver product presentations and support promotional campaigns.
• Ensure accurate documentation and compliance with regulatory and company standards.
• Provide ongoing customer service and follow up on leads.

Required profile

• Experience in financial services, insurance or banking environments.
• Ability to explain life and health insurance products, retirement planning and savings solutions clearly.
• Effective communication and interpersonal skills, able to engage diverse customers and work with bank staff.
• Results-oriented, with a track record of meeting or exceeding sales targets.
• Good organizational and documentation skills, with attention to regulatory compliance.
• Basic computer literacy and comfort with digital tools for sales tracking and reporting.
• Willingness to work on-site in Kurunegala, including during branch hours and promotional activities.
• Prior experience in bancassurance, insurance sales or retail banking is an advantage; a diploma or degree in business, finance, marketing or a related field is preferred.