Assistant Manager / Manager, Business Development (Insurance Broker - Life)
Core
Business development role focused on identifying new life insurance opportunities, conducting needs assessments, and pitching products to potential customers in collaboration with Bank Relationship Managers.
Role type
Business Development Manager (Life Insurance)
Builds
Life insurance sales pipelines and client proposals
Domain
Financial Services / Insurance
Deliverable
product features
Required skills
Life insurance sales, needs assessment, sales presentations, market research, compliance due diligence, AML checks, negotiation, Microsoft Office proficiency
Preferred skills
Manager-level experience, IIQE licensing qualifications
Responsibilities
Collaborate with Bank RMs to identify new business opportunities, conduct needs assessments and pitch suitable products, prepare and deliver sales presentations, achieve assigned sales targets, maintain business partner relationships, conduct market research and deliver trend updates, offer regular trainings, perform product and customer due diligence, assist in workflow enhancement, prepare meeting materials and MIS reports, conduct AML checks, maintain deal documentation records.
Seniority
Mid-level to Senior (5+ years experience)