Minimum Qualification - Graduate2 Years of work experience in General Insurance Industry, Agency or Loan SegmentsRoles & Responsibilities : -
Client Acquisition :
- Identify potential Loan DSA’s to Collaborate on Loan Protection Cover Plans.
- Identify the Potential Agent’s, Franchisee for Focus on Health and SME business.
- Target existing clients base of DSA’s for Cross sale of Health and SME business
- Generate leads through research, networking, and cold-calling efforts
- Create tailored Loan Protection Plan’s for potential Loan DSA’s as per their Core Business Requirement
- Willing to do direct sales to Loan DSA’s
Relationship Management :
- Build and maintain strong relationships with DSA’s, Agent’s, Franchisee to understand their needs and business goals.
- Conduct regular follow-ups and check-ins to ensure long-term client satisfaction.
- Provide ongoing support to existing clients, helping them maximize the value of products / services.
Sales & Revenue Generation :
- Meet or exceed monthly and quarterly sales targets set for the segment
- Develop and execute strategies to penetrate the DSA market, driving consistent sales growth.
- Touch with Insurance companies RM, Internal Placement Team for Quotes and Policy assurance.
Market Research & Analysis :
- Stay informed on market trends, competitor offerings, and customer demands in the SME sector.
- Use market insights to propose new products or services that align with SME needs.
- Gather feedback from clients and share insights with internal teams for product / service improvements.
Collaboration :
Collaborate with internal stakeholders to ensure smooth on-boarding and after-sales support for clients.