wholesale insurance specialist

As a Wholesale Insurance Specialist, you will be responsible for implementing group sales strategies, overseeing the end-to-end sales process, and ensuring both revenue growth and high levels of customer satisfaction. The role contributes to the expansion of market share through effective customer relationship management, data-driven sales monitoring, and strict adherence to internal policies and regulatory requirements.

What you will be doing

• Implement group sales strategies to drive revenue growth and expand market share

• Monitor the full group sales cycle, from lead generation and qualification to contract signing and post-event follow-up

• Develop a strong understanding of the Bank’s offerings and effectively communicate the value proposition to customers

• Prepare persuasive sales presentations and proposals addressing specific client challenges

• Identify and actively pursue potential clients by leveraging group deal offerings

• Collaborate with Wholesale Banking business areas, including event planning, operations, and marketing, to ensure seamless execution of group deals

• Analyze sales data, monitor performance metrics, and prepare reports to evaluate the effectiveness of sales strategies and support data-driven decision making

• Ensure compliance with the Bank’s internal policies and procedures, as well as with the guidelines of the European Banking Authority (EBA)

What you need to have

• A Bachelor’s degree in Finance, Economics, Business Administration, Marketing, or a related field

• A minimum of three (3) years of experience in wholesale insurance or in a sales-related functional role

• Knowledge and application of sales planning, sales account management, customer relationship management, business development, partnership development, regulatory compliance, and sales target management

• Strong stakeholder management, communication, customer orientation, and critical thinking skills

• Very good command of the English language (written and spoken)

• Insurance Agent Professional Knowledge Certificate

What we offer

It’s all about our people. At Alpha Bank, you will enjoy:

• A friendly and collaborative working environment that supports taking initiative and action

• A culture that centers around learning and continuous development and encourages everyone to bring their best self to work

• The opportunity to challenge your thinking through your participation in complex tasks and transformation projects

• Being part of a large organization with a leading role in the Greek economy and a strong presence in the community

• Flexible working options

• A competitive salary and benefits