Senior Relationship Manager

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
  
• Develop new business opportunities through direct sales channels, leveraging strong networking skills.
  
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
  
• Stay up-to-date on industry trends and regulatory changes to maintain expertise in life insurance products.
  
• Achieve monthly targets for policy issuance, premium collection, and cross-selling of other financial products.