Role Purpose
The role holder will be responsible for driving the acquisition and retention of clients for life insurance and pension products through digital platforms. The role focuses on lead generation, customer engagement, seamless online sales execution, and achievement of set sales targets while delivering superior customer experience through digital channels.
Main Responsibilities
Operational
▪ Engage potential and existing clients through digital channels (email, social media, chats, virtual meetings, webinars, etc.) to promote life insurance and pension products.
▪ Guide customers through the entire digital sales journey — from lead generation to policy purchase.
▪ Tailor insurance solutions to client needs, explaining complex insurance concepts in a simple, relatable manner.
▪ Address inquiries promptly, offering detailed information on products, pricing, and policy benefits.
▪ Manage renewals and identify upselling opportunities among existing clients.
▪ Maintain accurate and up-to-date customer records and sales activities within the CRM system.
▪ Generate daily reports on lead conversion, client engagement, and digital sales performance.
▪ Leverage CRM tools to automate communications, schedule follow-ups, and enhance client retention.
▪ Collaborate with the marketing team to enhance digital campaigns based on customer feedback and sales insights.
▪ Participate in ongoing training to update product knowledge, refine digital selling skills, and comply with regulatory requirements.
