We are seeking a Senior Relationship Manager for the Life Insurance sector, specifically within the Banca Channel. The ideal candidate will be responsible for managing relationships with clients and bank partners to drive sales and enhance customer satisfaction. This role involves accepting and scheduling meetings with leads generated from assigned bank branches, as well as generating current leads independently.
The incumbent will explore customers financial needs related to life insurance and investment, selecting appropriate products from our range to meet these needs.
Key responsibilities include making appointments, completing sales documentation accurately, and ensuring a high degree of customer service and trust. Additionally,
the role requires managing field investigations, developing appraisal notes, and scrutinizing the legal aspects of proposals.
The Senior Relationship
Manager will also identify and develop channel partners to achieve consistent and profitable business volumes. Extra benefits include monthly and quarterly incentives, personal insurance cover, paid leaves, and other allowances. If you are passionate about life insurance and have a strong background in banking, we encourage you to apply.