Key Responsibilities

Proactively acquire new clients through personal networking, referrals, seminars, and partnership channels.

Build and manage a strong pipeline of prospects to maintain consistent sales momentum.

Co-host and support seminars, workshops, and marketing activities with partners to access new customer segments.

Execute structured follow-ups to convert leads and event participants into policyholders.

Provide professional insurance and financial protection advice via phone and digital platforms.

Conduct client needs analysis and recommends suitable solutions aligned with individual profiles.

Manage the end-to-end sales journey from prospecting to application and policy issuance.

Maintain long-term relationships to ensure client satisfaction, retention, and referral generation.

Identify cross-selling and upgrade opportunities to maximize portfolio value.

Develop and implement sales action plans to achieve premium, productivity, and conversion targets.

Monitor pipeline health, lead quality, and campaign outcomes; propose improvements.

Ensure compliance with company policies and regulatory standards.

Channel Development & Strategic Contribution

Contribute ideas and initiatives to strengthen and scale the acquisition channel.

Identify new partnership opportunities and untapped customer groups.

Analyze conversion performance from events and tele-sales to refine future strategies.

Support the creation of repeatable and scalable lead-generation models.

Qualifications & Requirements

Bachelors degree in Business Administration, Finance, Marketing, or related fields.

Experience in insurance, banking, wealth, or direct sales preferred.

Demonstrated ability to build client networks independently.

Strong communication, negotiation, and closing skills, particularly in phone-based sales.

Experience in seminars, roadshows, or client events is an advantage.

Ability to collaborate effectively with partners and stakeholders.

Strategic and results-driven mindset with strong ownership of targets.

Self-motivated and able to perform under pressure.

Relevant insurance or investment licenses are a plus.