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