Senior Relationship Officer

A Leading Life Insurance Company is seeking a results-driven Senior Relationship Officer to join its Direct Distribution wing. In this active field sales position, you will be responsible for customer acquisition and target-driven wealth management sales. Furthermore, you will generate high-quality insurance business opportunities through cold calling, corporate networking, and references. Consequently, this position is crucial for expanding the company’s direct customer base and maximizing territory policy revenues.

The Senior Relationship Officer must maintain a daily routine of customer meetings to pitch custom insurance solutions. Additionally, you will manage lead tracking actions, inputting feedback directly into the central CRM/LMS software infrastructure. Therefore, the company is looking for an energetic sales professional with a strong customer-centric focus. If you want to achieve ambitious sales targets with an established insurer, this Senior Relationship Officer role is for you.

Key Responsibilities

• Meet with prospective clients on a daily basis to generate life insurance business opportunities.
• Achieve or exceed assigned monthly revenue targets, sales quotas, and business plans.
• Generate a reliable sales pipeline through structured cold calling, references, campaigns, and networking.
• Maintain systematic follow-up loops with customers to drive policy conversions and timely renewals.
• Verify application documentation accuracy and follow up on policy login and issuance tracking.
• Update customer interaction data, lead scoring, and referral sources in LMS/CRM systems.
• Deliver exemplary client service to foster long-term customer relationships and brand status.
• Participate in localized market promotional drives and corporate branding activities.
• Examine client financial goals to provide customized life insurance and wealth solutions.
• Apply strong negotiation and convincing techniques to meet territory business volume goals.

Requirements and Qualifications

• Graduate degree qualification in any discipline from a recognized institution.
• Experience in field sales, consumer banking, or life insurance sales models is preferred.
• Deep understanding of local financial services markets and consumer networking behaviors.
• Excellent communication, interpersonal, and persuasive relationship-building capabilities.
• Own vehicle conveyance is mandatory for this role to manage extensive local travel schedules.