Relationship Manager

About the Role

We are seeking a competitive Field Sales Representative to devise sales strategies and attract new customers. As a pivotal part of increasing revenue, the successful individual will identify new sales opportunities, close deals to meet targets, manage client relationships, and conduct market research.

Key Responsibilities

• Achieve established business objectives related to Annualized New Premium (ANP) and policy case counts by applying diverse sales approaches.
• Source new clients through leads, natural market channels, references, and existing orphan customer bases.
• Arrange meetings with prospective customers to perform need analysis and explain insurance products.
• Implement and strictly follow the Need-Based Selling approach.
• Promote additional sales and cross-selling within allocated orphan customer segments.
• Ensure policies are issued promptly by resolving any pending issues.
• Provide timely post-sale support for all assigned clients across all areas.
• Engage customers consistently to maintain portfolio relationships.
• Maintain the desired persistency ratio in client policies.
• Collaborate closely with supervisors to plan and meet business targets.
• Conduct joint sales visits with supervisors as needed.
• Forecast sales and innovate sales strategies, assessing their success effectively.
• Evaluate customer needs and cultivate long-term productive relationships.
• Research accounts, follow up on leads, and expand the client database within the assigned territory.

Required Qualifications & Skills

• Prior sales experience with insurance firms or Direct Selling Agents (DSAs).
• Demonstrable track record of surpassing sales quotas.
• Proficiency with various sales techniques and pipeline management.
• Comfortable using computers and digital tools.
• Excellent communication, negotiation, and interpersonal aptitude.
• Highly self-motivated and goal-driven.
• Must possess any graduate degree or equivalent qualification.