Relationship Manager / Sr. RM - Direct Distribution

Role And Responsibilities

• Promote and sell life insurance policies to prospective clients through direct channels
• Understand client needs and recommend suitable insurance products
• Build and maintain relationships with clients to ensure customer satisfaction and retention
• Provide excellent customer service by addressing client inquiries and resolving any issues
• Meet and exceed sales targets and contribute to the overall growth of the organization
• Stay updated with industry trends, product knowledge, and regulatory requirements

Candidate Qualifications

• 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.