The Ugandan Jobline

• Deliver exceptional sales performance by identifying and meeting
  customer needs through selling & cross selling of Bank’s Bancassurance
  Products.
• Provide direct “hands on” sales support (quality lead generation and
  effective follow up) to generate and convert quality leads into sales.
• Participate in sales campaigns to meet specific targets.
• Maintain own sales performance statistics for management information
  usage.
• Submit completed application forms of different products in line
  with Bank policies and requirements and submit to Team Leader for review
• Check correctness of each new Proposal form and all other customer
  documents
• Comply with general Operational risk & Rigour requirements e.g.
  Health & Safety standards and security of premises, KYC and anti-money
  laundering regulations
• Ensure accuracy of each new Insurance application, loan document,
  Barclaycard application and all other customer documents. Lead Generators
  (LGs) are held personally accountable for accuracy and quality of these
  and supporting documents that they complete and submit.

• Provide excellent customer service in line with Barclays values
• Own customer queries and complaints around Insurance application,
  Policy terms and conditions, claims management and resolve in a timely
  manner.  Escalate any unresolved
  queries, or queries not resolved in 48hrs to the Line Manager.
• Build relationships with internal service providers (Operations and
  the KYC Helpdesk) to ensure a quick turnaround time of escalated queries
  and complaints.
• Explain the terms of an insurance product or service of the
  Bancassurance business to a prospective policy holder, without any
  misleading information or misrepresentation on the benefits or costs of
  the insurance policy;
• Take into account the needs of the prospective policy holder while
  recommending a specific insurance plan and disseminating the information
  in respect of an insurance product or service on offer by the insurer;
• Inform the prospective policy holder of the premium to be charged by
  the insurer for the insurance product or service on offer;
• Explain to the prospective policy holder the nature of information
  required by the insurer in the proposal form, and the importance of
  disclosure of material information in the purchase of an insurance
  contract;
• obtain the requisite documents at the time of filling the proposal
  form with the insurer and any other documents that may be requested for by
  the insurer to complete the proposal and promptly inform the prospective
  policy holder about the acceptance or rejection of the proposal by the
  insurer, as the case may be;
• Render the necessary assistance to the policyholders or claimants or
  beneficiaries in complying with the requirements for settlement of claims
  by the insurer;
• Advise a policyholder to effect nomination of beneficiaries, naming
  of assignees where the benefits are assigned, and change of address, as
  the case may be, and offer the necessary assistance accordingly
• Make reasonable enquiries about a prospective policy holder or a
  policy holder, as the case may, and submit a proposal to the insurer which
  shall indicate, as may be applicable—
• Any adverse habits of a prospective policy holder or a policy
  holder, including inconsistencies in the income of the prospective policy
  holder or policy holder; and
• Any material fact that may be relevant to the decision of the
  insurer to accept the proposal;
• Not disclose any information or data of a prospective policy holder
  or policy holder, as the case may be, which is obtained in the course of
  conducting the Bancassurance business except as may be authorised under
  any law;
• As may be requested or as may be necessary, identify himself or
  herself to prospective policy holders, insured persons and the insurer.

• Share knowledge and experience with other Lead Generator in the
  team.
• Agree annual performance objectives with the Team Leader, including
  specific sales targets.
• Pursue continued improvement in personal development by
  participating in development programmes and training preferred

• “Ensure that all activities and duties are carried out in full
  compliance with regulatory requirements, Enterprise Wide Risk Management
  Framework and internal Barclays Policies and Policy Standards. Understand
  and manage risks and risk events (incidents) relevant to the role.”

• The ideal candidate for the Barclays Lead Generator Bancassurance
  job must hold a a diploma in any field of study, or its equivalent,
  recognised under the relevant laws and a certificate of insurance
• Good verbal and written communication
• Networking
• Good selling / influencing skills
• Presentation skills
• Listening skills
• Knowledge & Expertise:
• Education and Experience Require
• Holds a diploma in any field of study, or its equivalent, recognised
  under the relevant laws
• Hold a certificate of insurance
• Experience of competitor products sales advantage
• Communication and Interaction required:
• Staff in own area  (manager,
  subordinates, colleagues)
• Staff outside own area
• Internal customers  (other
  than staff in own area)
• External Customers
• Knowledge & Skills: (Maximum of 6)
• Basic knowledge of the bank’s products and services advantage
• Basic Understanding of insurance Products on the market both life
  and non-life
• Basic understanding of how the Bank operates advantage
• Knowledge of local Insurance policies and laws
• A Lead Generator needs to match customer needs to product and
  service offerings provided by the Bank, recognize sales opportunities and
  carry-out-pro-active selling. They should have the ability to close a
  sale.
• Problem-solving around queries and complaints is largely prescribed.
• A good understanding of overall Retail goals & objectives,
  including the outlet’s objectives growth of sales, cost control and income
  contribution.
• A thorough understanding of the sales process
• A working knowledge of the procedure manuals
• A good working knowledge and understanding of relevant  of legislation e.g KYC , Anti-Money
  laundering, banking code, service standards, health & safety standards
  etc.
• A thorough knowledge of the bank’s internal departments, systems
  & procedures as well as risk & rigour requirements.
• Preferred
• Some knowledge of competitor products and services offered to high
  net-worth customers.
• Should be a person proved to be a with high levels of  integrity;
• Role requires pro-active sales generation and the role holder will
  be required to spend a lot of time in the field making sales pitches to
  potential customers.
• Preferred
• Competitor product sales experience

Related Jobs