Relationship Manager

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
  
• Identify new business opportunities through networking, referrals, and prospecting.
  
• Develop and maintain a strong understanding of various life insurance products to offer expert advice to customers.
  
• Collaborate with internal teams to resolve client queries and issues in a timely manner.
  
• Meet sales targets by consistently meeting or exceeding monthly/quarterly/yearly performance metrics.