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inlife benefits ph

Relationship Officer

2-4 Years
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  • Posted 7 hours ago
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Job Description

DUTIES AND RESPONSIBILITIES:

  • Build and maintain strong partnerships with insurance brokers.
  • Serve as the primary point of contact for broker inquiries, support, and escalations.
  • Conduct regular meetings, training sessions, and product presentations for brokers.
  • Achieve assigned sales targets through broker channels.
  • Collaborate with brokers to develop customized sales strategies for different client segments.
  • Provide brokers with up-to-date information on life insurance products, underwriting guidelines, and company policies.
  • Train brokers on sales techniques, compliance requirements, and digital tools.
  • Monitor competitor activities and market trends within the broker channel.
  • Provide feedback to management on product enhancements and market opportunities.
  • Ensure all broker activities comply with regulatory standards and company policies.
  • Prepare regular sales reports, pipeline updates, and performance analyses.

REQUIREMENTS:

  • Bachelor's degree in Business, Marketing, Finance, or related field.
  • Minimum 2 – 4 years of experience in life insurance sales, preferably in broker management.
  • Strong communication, negotiation, and presentation skills.
  • Knowledge of life insurance products and regulatory requirements.
  • Ability to work independently and collaboratively with cross-functional teams.

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About Company

Job ID: 147240471