Sr Officer - CAT - Loyalty

• Analyze customer needs and conduct financial planning meetings to identify new business opportunities.
• Develop and maintain strong client relationships to ensure consistent achievement of monthly business targets.
• Convert company-provided warm leads into life insurance sales through effective negotiation and lead conversion skills.
• Ensure strict operational compliance while maintaining high levels of customer satisfaction.
• Collaborate with internal teams to achieve business objectives and drive growth.
• Provide excellent customer service to build trust and loyalty with clients.

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