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.
  
• Meet sales targets by selling life insurance products to meet customer needs.
  
• Develop a deep understanding of Banca's products and services to offer relevant recommendations.
  
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
  

Desired Candidate Profile

• 1-5 years of experience in Banca Sales or related field (Insurance industry).
  
• Strong knowledge of life insurance products and sales principles.
  
• Excellent communication, negotiation, and interpersonal skills for building strong relationships with clients.
  
• Ability to work independently with minimal supervision while meeting deadlines.