Description
The Relationship Manager will be responsible for building and maintaining relationships with clients, providing expert advice on life insurance products, and achieving sales targets. This role requires a proactive approach to understanding client needs and delivering tailored solutions to enhance customer satisfaction.
Responsibilities
- Build and maintain strong relationships with clients to understand their life insurance needs.
- Provide expert advice on life insurance products and services to clients.
- Assist clients in the selection of appropriate insurance policies based on their financial goals.
- Conduct regular follow-ups with clients to ensure satisfaction and address any concerns.
- Achieve sales targets and contribute to the overall growth of the life insurance portfolio.
- Stay updated on industry trends, products, and regulations to provide accurate information to clients.
- Collaborate with the sales team to identify new business opportunities.
Skills and Qualifications
Bachelor's degree in Finance, Business Administration, or a related field.1-5 years of experience in sales or customer relationship management, preferably in the insurance sector.Strong understanding of life insurance products and services.Excellent communication and interpersonal skills.Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).Ability to analyze customer needs and provide tailored solutions.Strong negotiation and persuasion skills.Self-motivated with a results-driven approach.Skills Required
Client Management, Sales Strategy, Financial Analysis, Risk Assessment, Market Research, Regulatory Compliance, Data Analysis, Product Knowledge, Relationship Building