Relationship Manager
1 week ago
- Generating new business by utilizing various sales techniques to promote and sell life insurance policies to potential customers
- Providing excellent customer service to new and existing clients, building long-lasting relationships and fostering trust
- Keeping up-to-date with the latest market trends, product and industry knowledge to provide sound advice
- Meeting and exceeding sales targets and goals
- Previous Sales Experience: Proven success in a sales role, preferably in insurance or financial services. Experience in life insurance sales is highly desirable.
- Excellent Communication Skills: Strong verbal and written communication skills to effectively present information, listen actively, and respond to client inquiries.
- Interpersonal Skills: Ability to build rapport, establish trust, and maintain long-term relationships with clients. Good negotiation and persuasion skills are essential.
- Self-Motivated: Demonstrated ability to work independently, set goals, and achieve targets. Proactive and driven to succeed in a competitive sales environment.
- Ethical Conduct: Adherence to high ethical standards, maintaining client confidentiality, and following regulatory guidelines.
- Knowledge of Insurance Products: Familiarity with various types of life insurance policies, their features, and benefits. Understanding of underwriting principles and risk assessment is an advantage.
- Computer Proficiency: Basic knowledge of computer systems, including proficiency in using customer relationship management (CRM) software, Microsoft Office, and online communication tools.
- Sales
- Life Insurance
- Customer Service
- Interpersonal Communication
- Negotiation
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