Team Lead

Roles and Responsibilities

• Initiate and conduct daily sales calls aimed at financial planning consultations with clients.
• Secure customers and achieve the targeted premium amounts.
• Provide comprehensive product information to customers.
• Track and act upon prospect and customer leads supplied by the company to generate new business or cross-selling possibilities.
• Promote cross-selling and upselling of products among existing customers while building their portfolios.
• Maintain customer relationships to guarantee persistence and timely policy renewals.
• Comply with all sales processes, operational procedures, underwriting and compliance standards; ensure precise data recording.
• Meet all sales and distribution, as well as financial key performance indicators established for the position.
• Follow the prescribed sales methodology alongside Anti-Money Laundering (AML), Know Your Customer (KYC) protocols, corporate conduct codes, and company regulations.