Job Description
Job Title: Relationship Manager - Life Insurance
Reports To: Distribution Partner/Branch Manager
Employment Type: Full-time (On payroll of Life Insurance Corporate)
Work Location: Distributor's Office
Position Summary
The Relationship Manager works from the distributor's office as the link between a reputed life insurance company and clients. This role involves analysing client needs, recommending suitable products, supporting policy issuance, following up on leads provided by the company, and generating additional leads through networking and awareness activities to help families secure their financial future.
Key Responsibilities
- Follow up promptly on leads provided by the company, ensuring timely engagement and closure
- Proactively generate additional leads via networking, seminars, and community activities
- Conduct financial needs analysis and educate clients on the importance of life insurance
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