About this role
Job Description
Sales Planning & Activities • Promote, introduce and market a range of Tokio Marine’s life-insurance products to Bank’s customer (including Whole Life Plan, Endowment Plan, Medical Plan and Investment Linked Plan) • To perform needs based selling by understanding customer’s financial goal, protection need, saving, education, medical and retirement saving • Brief and ensure customers understand the insurance plan features, charges and prepare quotations and explanation of product disclosure • Assist customers in handling premium payment, policy enquiry, policy servicing and claims related matters • Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads • Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention • Plan and identify cross selling/up selling to increase customers’ PHR and revenue • Set appointments, sales visitations, prospecting and engagement with customers
Sales Management • Maintain regular contact with existing customers to foster closer relationship and for referrals • Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns • Comply with CPD hours and to ensure completion rate of CFF forms • Compliance to Bank’s policy, procedures and observe sales code of ethics