Sell life insurance products to customers visiting the branch or sourced through local channels.
Generate leads through branch walk-ins, referrals, and bank staff coordination.
Understand customer needs and suggest life insurance plans that match their financial goals.
Conduct product presentations, policy comparisons, and explain benefits clearly to customers.
Follow up on leads, complete documentation, and ensure timely policy issuance.
Maintain relationships with existing customers for renewals, cross-selling, and referrals.
Collaborate with branch banking staff to ensure alignment of sales efforts and joint target achievement.