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
