Relationship Officer

Business Development & Sales

• Identify and develop new business opportunities through prospecting, referrals, personal networks, field visits, and other approved channels.
• Generate and maintain a strong pipeline of prospective customers and convert prospects into policyholders.
• Achieve assigned premium, customer acquisition, and other business targets.

Customer Relationship Management

• Build and maintain strong, long-term relationships with existing and prospective customers.
• Provide professional support throughout the customer journey, including policy acquisition, servicing, renewal, and premium follow-up.

Product & Financial Advisory

• Conduct basic financial needs analysis and recommend appropriate insurance products based on customer requirements.
• Clearly explain product features, benefits, terms, conditions, exclusions, and premium obligations to customers.

Compliance & Performance

• Ensure accurate and timely completion of customer proposals, documentation, and onboarding requirements in accordance with company policies and regulatory standards.
• Maintain proper records of sales activities, customer interactions, prospects, and business performance, and participate in required sales meetings, training, and coaching programs.