ROLE AND RESPONSIBILITIES

This position will be responsible for the sales of life insurance products to customers in partner bank branches.

• Engage end to end customer service including customer needs identification, solution, recommendations, application fulfillment and follow up on delivery of the welcome kit. 
• Establish effective working relationships with other teams within the partner bank branch staff.
• Work closely with Banca Sales Manager and the partner bank branch staff to organize and execute public campaigns to promote insurance awareness and sales events and activities 
• Responsible for achieving monthly sales targets assigned by DLMM.
• Provide best customer service and maintain customer relationships (servicing, claims, complaints, etc.)
• Report to the Banca Sales Manager daily regarding the number of sales leads received from bank staff, self-leads generation and the number of policies sold. Report all daily sales activities and complete all relevant MIS information as required by Bancassurance Sales Manager
• Collaborate with various stakeholders within DLMM and bank partner.
• Visit customers outside the office as requested by the bank, customer or BSM for sales related activities and customer service requirements

QUALIFICATIONS, SKILLS AND EDUCATION REQUIREMENTS

• Bachelor’s degree in any field 
• Experience in a retail, customer service or sales environment preferably in Financial services sector
• Good communication skills & patience

An insurance license holder is preferable.