RELATIONSHIP EXECUTIVE

Qualifications & Competencies

Bachelor's degree or equivalent

Roles and Responsibilities

- Selling life insurance and annuity products to individuals using consultative sales techniques.
- Identifying prospective customers using established lead methodologies for new business.
- Counselling and advising prospects and policyholders on matters of insurance coverage that is tailored to their specific situational need.
- Developing and maintaining business relationships.
- Exceeding sales goals for volume of quality new business quoted and written within company guidelines.

Experience

5 years’ experience in a similar position, preferably within the Financial Services and/or banking Sector