The Relationship Officer is responsible for acquiring current 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 strong relationships with customers
- Provide regular service support and policy-related assistance
- Ensure high customer satisfaction and retention