Key Responsibilities
Lead Generation: Generate insurance leads from the existing database and walk-in customers of partner banks.
Relationship Management: Build and maintain robust working relationships with bank branch managers and staff to secure referrals.
Sales Targets: Achieve monthly and annual business goals by pitching life, health, or general insurance policies.
Product Training: Train bank employees on basic insurance products to help identify cross-selling prospects.
Customer Service: Coordinate policy issuance, renewals, and basic claim assistance for bank clients.