Generate life insurance business through assigned bank branches.
Build and maintain solid relationships with Branch Managers, Relationship Managers, and bank staff.
Conduct joint customer meetings and sales calls.
Identify customer financial needs and recommend suitable insurance solutions.
Train and motivate bank employees on life insurance products and sales processes.
Achieve monthly, quarterly, and annual sales targets.
Ensure policy issuance, premium collection, and customer servicing support.
Maintain business quality, persistency, and compliance standards.
Participate in branch activities, lead-generation campaigns, and promotional events.
Submit daily sales reports and branch visit updates.