Relationship Offiicer

SkillLabs

The Relationship Officer is responsible for acquiring new customers, managing existing client relationships, and driving sales of life insurance products through direct or partner channels.

Key Responsibilities

Sales & Business Development
Generate leads through referrals, field visits, and cold calling
Sell life insurance policies to individuals and families
Achieve monthly and quarterly sales targets
Cross-sell and upsell insurance and financial products
Customer Relationship Management
Build and maintain strong relationships with customers
Provide regular service support and policy-related assistance
Ensure high customer satisfaction and retention