Relationship Manager Life Insurance - Direct Channel - ELI
Relationship Manager Life Insurance - Direct Channel - ELI
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Job Description
Company: Edelweiss Life Insurance
Key Responsibilities
- Develop and maintain strong client relationships
- Promote and sell life insurance products to individuals and businesses
- Assess clients insurance needs and present suitable options
- Provide excellent customer service and address inquiries and concerns
- Meet and exceed sales targets and performance goals
- Stay updated on industry trends and product knowledge
- Collaborate with underwriters and other internal teams
- Prepare and present reports on sales and client interactions
- Negotiate terms and close sales deals
- Handle policy renewals amendments and claims efficiently
- Participate in networking events and community outreach
- Conduct market research and identify potential clients
- Adhere to regulatory and compliance standards
- Contribute to the development of marketing strategies
- Work towards building a strong referral network
Required Qualifications
- Bachelors degree in Business Finance Marketing or related field
- Proven experience in sales particularly in the insurance industry
- Strong knowledge of life insurance products and regulations
- Excellent communication and interpersonal skills
- Ability to understand and analyze clients financial situations
- Proven track record of meeting and exceeding sales targets
- Professional certification such as LOMA CII or equivalent is a plus
- Ability to work independently and as part of a team
- Strong negotiation and problemsolving skills
- Highly organized and detailoriented
- Ability to adapt to a fastpaced and dynamic environment
- Proficient in CRM software and MS Office suite
- Understanding of market research techniques
- Knowledge of customer relationship management practices
- Valid insurance agent license in the respective jurisdiction
referral network building,regulatory compliance,relationship building,adaptability,communication skills,term life insurance,customer service,financial advisory,marketing strategies,ms office suite,policy management,relationship management,ms office,networking,interpersonal skills,teamwork,independent work,insurance,market research,financial analysis,life insurance products knowledge,life insurance,organization,sales,client follow-up,business acquisition,communication,report preparation,negotiation,industry trends knowledge,insurance agent license,crm software,client relationship management,market research techniques,customer relationship management practices,whole life insurance,problem-solving,direct banking
Employment Type
Full Time
