Relationship Manager

Job Overview

We seek an ambitious Field Sales Representative to create and execute sales strategies aimed at acquiring new clients. This role focuses on generating leads, qualifying prospects, and closing sales to meet revenue goals by managing customer relationships effectively.

Key Duties and Responsibilities

• Achieve assigned Annualized New Premium (ANP) and policy count targets using diverse customer sales techniques.
• Source new clients through leads, natural market, references, and existing orphan customer bases.
• Arrange meetings with potential clients to assess their needs and explain product offerings.
• Apply and follow the Need-Based Selling approach to match products to client requirements.
• Upsell and cross-sell products to assigned orphan customers.
• Ensure timely policy issuance by resolving any pending issues.
• Deliver prompt and comprehensive post-sales support to all assigned customers across domains.
• Maintain consistent engagement with clients to manage their portfolios effectively.
• Maintain desired policy persistency ratios to uphold customer retention.
• Collaborate with supervisors to strategize and achieve business objectives.
• Undertake joint sales calls with supervisors when needed.
• Forecast sales outcomes, devise innovative sales strategies, and assess their effectiveness.
• Understand customer skills and requirements to foster long-lasting, productive relationships.
• Research accounts and pursue sales leads systematically.
• Manage and expand the client database within your designated territory.

Essential Qualifications and Skills

• Previous sales experience, preferably within insurance companies or Direct Selling Agencies (DSAs).
• Demonstrated track record of exceeding sales targets.
• Knowledge of various sales techniques and experience in pipeline management.
• Proficiency in computer usage.
• Excellent communication, negotiation, and interpersonal skills.
• Self-driven and motivated to achieve business goals.
• Any graduate degree or equivalent qualification.