Direct Channel
Generate and convert leads into life insurance sales
Sell Life insurance products directly to customers
Conduct need analysis and explain suitable plans
Handle end-to-end sales process (login to issuance)
Achieve monthly and quarterly sales targets
Maintain customer database and follow-up
Agency Channel
Recruit and develop insurance advisors (agents)
Train advisors on Life Insurance products and selling skills
Support agents in field sales and customer acquisition
Achieve business targets through advisor network
Monitor advisor activation, productivity, and performance
Bancassurance Channel
Sell Life insurance products through bank branches
Train bank staff (RM, BM, tellers) on insurance products
Drive business through bank customer base
Conduct joint customer meetings and sales support
Achieve branch-level sales targets
Maintain strong coordination with bank partners