ROYAL GROUP LIFE INSURANCE PLC

Bancassurance Lead

Hidden GemGeneralPosted 4 mo ago

Location

Cambodia

Job Type

FULLTIME

Experience

5+ Years

Work Mode

On-site

Industry

Banking/ Insurance/ Microfinance

Languages

English

About the role

Lead, manage, and motivate a team of Banca Executives to consistently achieve monthly and quarterly sales targets.
Translate company and regional sales strategies into clear execution plans for the team.
Monitor daily sales activities, pipeline performance, and conversion ratios across assigned branches.
Take full accountability for team sales results and implement corrective actions where performance gaps are identified.
Drive cross‑selling and upselling opportunities in collaboration with partner bank sales teams.
Ensure sales targets are achieved through effective team management and branch execution, not just individual selling.
Provide day‑to‑day supervision, coaching, and performance guidance to Banca Executives.
Conduct regular field coaching, joint sales calls, and branch visits with team members.
Identify skill and capability gaps and deliver targeted coaching on product knowledge, sales techniques, and customer engagement.
Ensure Banca Executives effectively drive, support, and influence partner bank sales staff to generate insurance business under the corporate agent model.
Support onboarding, training, and certification requirements (including IRC registration where applicable).
Conduct regular performance reviews and implement development or performance improvement plans where required.
Recommend recognition, performance improvement actions, or disciplinary measures in line with company policy.
Build and maintain strong, professional relationships with assigned partner bank branches.
Support Banca Executives in engaging branch managers and frontline staff to generate quality leads.
Coordinate and support joint sales campaigns, marketing initiatives, and customer engagement activities.
Act as the first escalation point for branch‑level operational, service, or sales execution issues related to bancassurance.
Track and analyze sales performance at team, individual, and branch level.
Prepare and submit accurate and timely sales reports, forecasts, and management updates.
Ensure all policies are accurately and promptly submitted through company digital platforms and systems.
Use sales data and performance insights to drive continuous improvement in team productivity and effectiveness.
Ensure all sales activities conducted by the team comply with regulatory requirements, internal policies, and ethical standards.
Prevent mis‑selling and ensure high standards of sales documentation accuracy and quality.
Ensure company branding and POSM materials are properly displayed and maintained at partner bank branches.
Represent the company professionally and uphold brand values in all interactions with customers and partners.

Requirements

Bachelor’s degree in Finance, Business Administration, or related field 5+ years experience in banking, insurance, or financial services Strong communication and interpersonal skills.
Experience in insurance or banking sales will be a plus.
Self-motivated and target-driven.
English language proficiency would be an advantage.
Basic computer literacy.
Familiarity with CRM tools or digital platforms would be a plus.

Required Skills

FinanceBusiness Administrationbankinginsurancefinancial servicescommunicationinterpersonal skillssalesself-motivatedtarget-drivenEnglishcomputer literacyCRM toolsdigital platforms

Benefits

Rewards for over performance
Learn new Skills on the jobs

About ROYAL GROUP LIFE INSURANCE PLC

Company page Visit Website

Employees

21 to 50

Industry

Banking/ Insurance/ Microfinance

City

Phnom Penh

More at ROYAL GROUP LIFE INSURANCE PLC

Other open roles at this company

5 open

Business Analyst

Saensokh | Phnom PenhFull-time

Senior Corporate Sales Officer

CambodiaFull-time

Bancassurance Executive

CambodiaFull-time

Head of Bancassurance & Partnership

CambodiaFull-time

Head of Sales

CambodiaFull-time

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About the role

Lead, manage, and motivate a team of Banca Executives to consistently achieve monthly and quarterly sales targets.
Translate company and regional sales strategies into clear execution plans for the team.
Monitor daily sales activities, pipeline performance, and conversion ratios across assigned branches.
Take full accountability for team sales results and implement corrective actions where performance gaps are identified.
Drive cross‑selling and upselling opportunities in collaboration with partner bank sales teams.
Ensure sales targets are achieved through effective team management and branch execution, not just individual selling.
Provide day‑to‑day supervision, coaching, and performance guidance to Banca Executives.
Conduct regular field coaching, joint sales calls, and branch visits with team members.
Identify skill and capability gaps and deliver targeted coaching on product knowledge, sales techniques, and customer engagement.
Ensure Banca Executives effectively drive, support, and influence partner bank sales staff to generate insurance business under the corporate agent model.
Support onboarding, training, and certification requirements (including IRC registration where applicable).
Conduct regular performance reviews and implement development or performance improvement plans where required.
Recommend recognition, performance improvement actions, or disciplinary measures in line with company policy.
Build and maintain strong, professional relationships with assigned partner bank branches.
Support Banca Executives in engaging branch managers and frontline staff to generate quality leads.
Coordinate and support joint sales campaigns, marketing initiatives, and customer engagement activities.
Act as the first escalation point for branch‑level operational, service, or sales execution issues related to bancassurance.
Track and analyze sales performance at team, individual, and branch level.
Prepare and submit accurate and timely sales reports, forecasts, and management updates.
Ensure all policies are accurately and promptly submitted through company digital platforms and systems.
Use sales data and performance insights to drive continuous improvement in team productivity and effectiveness.
Ensure all sales activities conducted by the team comply with regulatory requirements, internal policies, and ethical standards.
Prevent mis‑selling and ensure high standards of sales documentation accuracy and quality.
Ensure company branding and POSM materials are properly displayed and maintained at partner bank branches.
Represent the company professionally and uphold brand values in all interactions with customers and partners.

Requirements

Bachelor’s degree in Finance, Business Administration, or related field 5+ years experience in banking, insurance, or financial services Strong communication and interpersonal skills.
Experience in insurance or banking sales will be a plus.
Self-motivated and target-driven.
English language proficiency would be an advantage.
Basic computer literacy.
Familiarity with CRM tools or digital platforms would be a plus.