Life Planning Officer

Role & responsibilities

• Generate business through references, field activities, Leads and existing customer networks.
• Achieve assigned sales targets in terms of premium login, policy issuance, and business activation.
• Build and maintain strong relationships with customers to ensure repeat business and referrals.
• Identify customer financial needs and recommend suitable insurance solutions.
• Conduct regular market visits and customer meetings to expand business opportunities.
• Maintain high levels of customer service and ensure smooth policy processing.
• Coordinate with branch teams and managers for business closures and operational support.
• Maintain productivity and performance standards as defined by the organization.

Preferred candidate profile

• Female candidate and worked in Financial industry.