Develop and maintain strong, long-term relationships with assigned clients. Act as the primary point of contact for client inquiries and issue resolution. Understand client needs and propose solutions that meet their business goals. Identify opportunities to upsell or cross-sell products/services. Monitor client accounts and ensure timely delivery of services. Maintain accurate client records in CRM systems. Collaborate with internal teams (sales, support, operations) to ensure seamless client experience. Track market trends to provide strategic insights and advice to clients. Prepare and deliver regular reports on client activity, status, and satisfaction. Meet client retention and growth targets as defined by the organization.
Key Responsibilities: 1. Agency Recruitment & Development Identify, recruit, and onboard high-potential agents or advisors. Conduct interviews, evaluations, and selection processes in line with company standards. Drive agent productivity and ensure retention. 2. Training & Coaching Provide initial and ongoing training to agents on products, sales techniques, and compliance. Conduct regular one-on-one mentoring sessions and performance reviews. Organize development programs to enhance agent capabilities. 3. Sales & Business Development Achieve assigned sales targets through agency channel. Guide agents in sales planning, prospecting, and closing deals. Promote cross-selling and upselling of financial products. 4. Performance Monitoring & Reporting Track performance of agents on a regular basis and ensure alignment with business goals. Prepare and present performance reports to management. Identify areas for improvement and implement corrective action plans. 5. Compliance & Customer Service Ensure agents adhere to company policies and regulatory guidelines. Promote customer-first approach within the team. Handle escalated client issues and ensure high satisfaction. Key Skills & Competencies: Strong recruitment and people management skills Excellent interpersonal and communication abilities Sales-driven with a target-oriented mindset Knowledge of insurance/financial products and markets Ability to coach, train, and mentor others Basic understanding of compliance and regulatory standards