Relationship Manager

Job Summary

Responsible for generating insurance business through outbound calling, customer meetings, and direct sales activities. The role involves prospecting customers, explaining insurance solutions, converting leads into sales, and achieving business targets while maintaining high customer satisfaction levels.

Key Responsibilities

• Conduct outbound calls to prospective customers from provided databases and self-generated leads.
• Generate appointments through calling and follow-up activities.
• Understand customer financial protection needs and recommend suitable life insurance products.
• Pitch insurance plans over phone and in face-to-face meetings.
• Convert leads into policy sales and achieve monthly business targets.
• Maintain regular follow-up with prospects to maximize conversion ratios.
• Build and maintain strong relationships with customers for renewals and referrals.