Relationship Manager

Job Summary

We are seeking a driven Field Sales Representative focused on building sales strategies and attracting new clients. This role involves sourcing sales opportunities and closing deals to meet set targets, directly impacting income and revenue growth.

Responsibilities

• Secure sales through various customer engagement techniques to meet business targets including Annualized New Premium (ANP) and case volume.
• Acquire new customers via lead generation, natural markets, referrals, and orphan bases.
• Schedule meetings to analyze customer needs and effectively present products.
• Adopt and apply a Need-Based Selling approach consistently.
• Pursue upselling and cross-selling opportunities within the assigned orphan customer base.
• Ensure prompt policy issuance by resolving pending issues efficiently.
• Provide timely post-sale support across all customer domains.
• Maintain continuous engagement with customers to service their portfolios effectively.
• Work towards achieving and maintaining desired persistency ratios.
• Collaborate closely with supervisors to strategize and meet business objectives.
• Participate in joint sales calls with supervisors as needed.
• Forecast sales performance, design innovative sales strategies, and evaluate their success.
• Assess customer skills and needs to build long-term productive relationships.
• Investigate sales competition and generate or advance sales leads.
• Keep and grow the customer database within the designated territory.

Desired Skills & Qualifications

• Previous sales experience with insurance companies or Direct Selling Agents (DSAs).
• Demonstrated success in sales with a history of exceeding sales quotas.
• Knowledge of various sales techniques and ability to manage sales pipelines.
• Proficient computer skills.
• Excellent communication, persuasion, and interpersonal abilities.
• Self-motivated, proactive, and goal-oriented mindset.
• Any graduate degree or its equivalent.