Key Responsibilities
Partner Management: Build and maintain strong work relations with the bank branch managers, operations team, and relationship managers.
Sales & Target Achievement: Drive pre-set business goals like Annualized Premium Equivalent (ANP), case counts, active branch status, and product mix.
Lead Generation & Support: Help bank staff identify, track, and close life insurance leads from existing bank customer databases.
Training & Motivation: Conduct regular product training and motivation sessions for bank personnel to ensure high channel productivity.
Compliance & Quality: Ensure smooth log-in of applications with authentic documentation and adherence to regulatory guidelines.