The Relationship Officer is responsible for acquiring new customers, managing existing client relationships, and driving sales of life insurance products through direct or partner channels.
Key Responsibilities
• Sales & Business Development
• Generate leads through referrals, field visits, and cold calling
• Sell life insurance policies to individuals and families
• Achieve monthly and quarterly sales targets
• Cross-sell and upsell insurance and financial products
• Customer Relationship Management
• Build and maintain solid relationships with customers
• Provide regular service support and policy-related assistance
• Ensure high customer satisfaction and retention