Union Assurance PLC Relationship Executive Job Opportunity

About the job

Union Assurance PLC, a prominent pioneer in the Sri Lankan life insurance sector and a proud member of the John Keells Group (JKH), has officially declared open applications for the post of Relationship Executive. Recognized as one of Sri Lanka's largest and most respected conglomerates, John Keells Holdings PLC (JKH) stands as an equal opportunity employer committed to fostering an inclusive, diverse, and forward-thinking work culture. Operating under the empowering corporate banner "Be a part of our WINNING SALES TEAM," Union Assurance is looking to recruit dynamic, ambitious, and self-motivated individuals to represent their premier life insurance and wealth management solutions within the highly competitive financial markets of Rajagiriya and Battaramulla.

Stepping into the role of a Relationship Executive at Union Assurance means aligning your career with a visionary brand that has redefined life insurance across the island. In today's complex financial landscape, protecting lives, securing families, and managing personal wealth have become paramount. As a Relationship Executive, you are not merely a salesperson; you are a trusted financial advisor. Your primary responsibility will be to bridge the gap between complex financial protection products and the unique, everyday needs of your clients. By representing Union Assurance, you will help individuals, corporate entities, and families secure their financial futures, fund their children's educations, and plan for peaceful retirements.

This role is strategically based in the rapidly growing commercial hubs of Rajagiriya and Battaramulla, which are home to a massive concentration of high-net-worth individuals, busy corporate professionals, and expanding business entities. To succeed, you will need to leverage the strong corporate backing of the John Keells Group and utilize advanced digital tools to identify market opportunities, cultivate long-term customer relationships, and expand your portfolio. If you are looking to step into a fast-paced environment that offers unparalleled corporate growth, financial freedom, and elite professional development, Union Assurance is your ultimate destination.

Job Details

As a Relationship Executive based in Rajagiriya and Battaramulla, your daily routine will involve high-energy customer engagement, financial need analysis, and professional advisory sessions. You will work closely with regional sales managers and branch operations teams to achieve your individual and group targets.

Your core duties, learning pathways, and key operational responsibilities will include:

1. Relationship Management and Client Acquisition:

* Actively identify, approach, and secure new individual and corporate clients within the Rajagiriya and Battaramulla territories.

* Conduct comprehensive financial needs analyses for prospective customers, helping them understand risk factors, asset protection, and the value of comprehensive life insurance coverage.

* Maintain regular contact with your existing client base, ensuring high customer satisfaction, prompt renewal collections, and excellent relationship retention.

2. Executing Tailored Sales Presentations:

* Prepare and deliver persuasive, professional presentations on Union Assurance's diverse portfolio of retirement, health, investment, and education plans.

* Address customer doubts, answer technical questions regarding policy terms, and guide clients through the formal onboarding and underwriting process.

* Customize financial proposals to match the specific budgets and future expectations of diverse clientele.

3. Collaborating with Regional Branches:

* Work in close coordination with branch sales leaders and corporate trainers to align your local sales strategies with the company's broader marketing campaigns.

* Utilize mobile applications and digital tablets provided by the company to streamline policy registrations, document uploads, and payment processing.

* Participate in regular team meetings, regional brain-storming sessions, and community-level promotional activities.

Requirements and Qualifications

Union Assurance is looking for highly energetic, confident, and target-driven individuals who possess strong communication skills, a professional personal presentation, and an unwavering desire to succeed in financial sales.

Academic and Professional Profiles:

* Academic Background: Successful completion of G.C.E. Ordinary Level (O/L) and G.C.E. Advanced Level (A/L) examinations. A background in business, commerce, or marketing is highly beneficial.

* Added Advantage: Prior experience in sales, marketing, customer service, banking, or the insurance sector will be a distinct advantage, though raw talent and passion are highly valued.

Core Competencies and Soft Skills:

* Comon Mastermunicatiy: Excellent verbal communication skills in Sinhala, English, or Tamil to effectively explain financial terms to diverse audiences.

* Interpersonal Skills: A natural ability to build trust quickly, listen actively to customer needs, and maintain long-term business friendships.

* Negotiation & Closing: Strong persuasive and negotiation abilities, with a proven drive to meet and exceed monthly performance targets.

* Self-Motivation: A proactive, disciplined work ethic with the ability to manage your daily schedule independently in a field-based sales environment.

Job benefits

Union Assurance offers one of the most rewarding, financially lucrative, and growth-oriented compensation structures in the Sri Lankan financial services industry:

* Basic Salary and Fixed Allowance: Receive a stable financial foundation with a competitive basic salary accompanied by a structured, fixed monthly allowance.

* Attractive Incentive Programmes: Unlock unlimited earning potential through highly lucrative commission structures and attractive performance-driven incentive schemes.

* Exciting International Travel Opportunities: High achievers are regularly rewarded with fully sponsored international tours, global sales conventions, and prestigious overseas exposure.

* Continuous Learning Pathways: Gain access to world-class professional development programs, continuous sales coaching, and recognized certifications through the bank's specialized training academies.

* Company-Sponsored Medical Cover: Secure peace of mind with a comprehensive, company-sponsored medical insurance cover provided for both you and your immediate family members.

* Rapid Career Progression: Enjoy a transparent, merit-driven career path that allows top-performing executives to transition quickly into team leader, branch manager, or regional corporate roles.

Other Details

To ensure your job application enters the correct screening queue without any delays, please follow the submission guidelines carefully:

* Employer Identity: Union Assurance PLC (A John Keells Company).

* Work Locations: Rajagiriya & Battaramulla.

* Position: Relationship Executive.

* Parent Conglomerate: John Keells Group (oneJKH).

* Application Mode: Interested candidates must submit their updated Curriculum Vitae (CV) digitally via email.

* Dedicated Recruitment Email: Forward your resume directly to `careers@unionassurance.com`.

* Important Note on Applications: By applying, you consent to the processing of your personal information for recruitment purposes and acknowledge that official reference checks may be conducted.

* Equal Opportunity Policy: The John Keells Group is an equal opportunity employer, and applications from all suitably qualified individuals are warmly invited to join the team.