Relationship Manager - Wealth Channel

Role Overview: As an Insurance Agent, you will have the opportunity to engage with potential customers and generate new business. Your primary responsibility will be to sell, solicit, differentiate, and negotiate various insurance plans to meet the specific needs of clients. Cultivating strong relationships, driving growth, and enhancing the firm's reputation will be your ultimate goals. Key Responsibilities: - Develop effective marketing strategies and promote a wide range of insurance contracts, suggesting modifications as needed - Build a pool of potential clients through networking, cold calling, referrals, and other means - Assess insurance requirements and financial status, recommending suitable protection plans - Collaborate with clients to implement risk management strategies tailored to their profiles - Provide progress reports on initiatives to stakeholders - Maintain accurate bookkeeping systems, databases, and records - Monitor insurance claims to ensure satisfactory outcomes - Meet customer acquisition and revenue growth targets - Stay updated on industry trends and new products/services Qualifications Required: - Proficiency in insurance contracts and client relationships - Strong communication and negotiation skills - Thorough knowledge of insurance plans and products - Experience in cold calling and customer acquisition - Ability to develop effective marketing strategies - Focus on client satisfaction and relationship building - Expertise in agency development and bookkeeping - Proficient in database management and sales techniques - Knowledge of risk management and wealth management principles - Effective client relationship management through networking and communication If you possess the necessary experience and skills for this role, we invite you to apply and join our dynamic team.,