Achieve assigned sales targets for insurance products (Life/General/Health).
Generate leads through walk-ins, references, cold calling, and cross-selling from the bank's existing customer base.
Conduct client meetings, explain product benefits, and provide suitable insurance solutions.
Build and maintain strong relationships with customers to ensure high retention.
Coordinate with the branch staff and support teams to ensure seamless policy issuance and post-sales service.
Keep abreast of product knowledge, competitor offerings, and industry trends.
Ensure adherence to all regulatory and compliance requirements.