
Life Insurance Sales Specialist
5 days ago
We are seeking an accomplished Client Relationship Manager to drive sales growth through established Bank Branches and foster collaboration between the bank and our organization from lead generation to policy conversion.
Key Responsibilities:- Source leads from in-branch lead generators, bank customer databases, walk-in customers, and schedule appointments.
- Assess clients' financial needs in life-related investment and insurance areas, recommend suitable products, secure client agreement, and accurately document sales transactions.
- Develop a strong client base to identify opportunities for cross-selling and up-selling.
- Acquire referrals to additional prospects where applicable and ensure timely submission of various reports.
- Excellent communication and interpersonal skills.
- Ability to work independently with minimal supervision.
- Outstanding sales and negotiation skills.
- Good understanding of life insurance products and services.
We are a leading provider in the [industry] field. We are committed to delivering exceptional service and building long-term relationships with our clients. If you are a motivated and results-driven individual looking for a challenging role, we encourage you to apply.
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