Insurance Relationship Manager
2 weeks ago
Cultivate strong relationships with valued clients by understanding their financial goals and needs. Provide expert financial advice, promote life insurance products, and deliver exceptional customer service.
Key Responsibilities:
- Cultivate and Maintain Client Relationships: Develop and maintain strong relationships with clients by understanding their financial goals and needs.
- Financial Guidance: Offer expert advice on life insurance products, investment options, and retirement planning.
- Sales and Negotiation: Achieve sales targets by effectively promoting life insurance products through persuasive communication and negotiation skills.
- Customer Service: Deliver exceptional customer service by addressing client inquiries and concerns promptly and professionally.
- Market Analysis: Stay updated on market trends and competitor activities to identify new business opportunities.
- Team Collaboration: Work closely with team members and support staff to achieve shared goals.
- Requirements: Master's degree in Business, Finance, Marketing, or a related field. Proven experience in sales, preferably in the financial services industry.
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