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.
Corporate Governance
▪ Ensure compliance with all regulatory requirements related to life insurance and digital sales.
▪ Protect client data privacy and confidentiality in line with data protection regulations.
▪ Adhere to company policies, procedures, and ethical standards while engaging clients online.
▪ Report any suspicious activities, complaints, or potential risks immediately to the line manager or compliance unit.
▪ Maintain high standards of integrity and professionalism in all customer and internal interactions.
Culture
▪ Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment.
▪ Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
▪ Individualized Development Planning. Create personalized development plans that align with your career aspirations and the organization’s objectives.
