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Take on an impactful role driving the expansion of the digital insurance channel while providing tailored financial solutions to a broad customer base. Cultivate and manage long-term customer relationships through proactive engagement and regular follow-up. Perform comprehensive financial needs analysis to recommend insurance solutions aligned with client goals. Act as a technical expert on a diverse suite of insurance products and prevailing market developments. Identify new business opportunities and manage a consistent pipeline to achieve growth objectives. Ensure all advisory activities and documentation strictly adhere to regulatory standards and internal policies.
Job Responsibility
Take on an impactful role driving the expansion of the digital insurance channel while providing tailored financial solutions to a broad customer base
Cultivate and manage long-term customer relationships through proactive engagement and regular follow-up
Perform comprehensive financial needs analysis to recommend insurance solutions aligned with client goals
Act as a technical expert on a diverse suite of insurance products and prevailing market developments
Identify new business opportunities and manage a consistent pipeline to achieve growth objectives
Ensure all advisory activities and documentation strictly adhere to regulatory standards and internal policies
Requirements
Proven track record in insurance sales or financial advisory services
Strong communication and interpersonal skills to build rapport with a digital-first audience
Deep understanding of various insurance products and financial planning principles
Ability to thrive in a high-growth, fast-paced environment and meet performance targets
Commitment to maintaining high ethical standards and compliance with financial regulations