Associate Financial Services Manager

Role & responsibilities

• Collaborate with our banking partners to identify and engage with potential customers, leveraging their existing client base and network to generate leads and referrals.
• Build rapport and establish trust with customers through proactive communication, needs analysis, and personalized financial planning sessions.
• Conduct regular follow-ups and reviews to deepen relationships, address customer inquiries, and provide ongoing support.
• Present and promote the range of life insurance products and services to customers, highlighting their features, benefits, and suitability based on individual financial goals and risk profiles.
• Cross-sell and upsell additional products and services to maximize revenue opportunities and enhance customer value.
• Educate customers on the importance of life insurance and financial planning, empowering them to make informed decisions to protect their families and secure their financial future.
• Stay updated on industry trends, market developments, and regulatory changes affecting the insurance sector, incorporating relevant insights into sales practices and customer interactions.