Shanta Life Insurance PLC

Business Development & Sales Identify and develop new business opportunities through prospecting, referrals, networking, and field visits. Build and manage a strong customer pipeline and convert prospects into policyholders. Achieve assigned sales, premium, customer acquisition, and business targets. Meet customers to understand their financial protection and savings needs and recommend suitable life insurance solutions. Customer Relationship Management Develop and maintain long-term relationships with existing and potential customers. Provide professional support throughout the customer journey, including policy acquisition, servicing, renewal, and premium follow-up. Address customer queries and concerns promptly to ensure a positive service experience. Product & Financial Advisory Conduct basic financial needs assessments and recommend appropriate insurance products. Explain product features, benefits, terms, conditions, exclusions, and premium requirements clearly. Maintain updated knowledge of Shanta Life’s products, services, sales procedures, and industry practices. Compliance & Performance Ensure accurate and timely completion of customer proposals, documentation, and onboarding procedures in line with company policies and regulatory requirements. Maintain accurate records of sales activities, customer interactions, prospects, and performance. Participate in sales meetings, training sessions, coaching programs, and other performance-development activities.

Business Growth & Sales Leadership Develop and implement business plans to achieve sales, premium, customer acquisition, and productivity targets. Identify new market opportunities, expand market reach, and maintain a healthy sales pipeline. Monitor unit performance and take corrective actions to improve productivity and achieve business goals. Recruitment & Team Building Source, attract, and recruit suitable candidates for Relationship Officer / Financial Associate positions. Lead onboarding, orientation, and initial development of newly recruited team members. Team Management & Development Coach, motivate, and develop Relationship Officers/Financial Associates to improve sales skills and performance. Set performance expectations, conduct regular reviews, and provide continuous feedback and coaching. Unit & Customer Management Conduct regular unit meetings, sales activities, and field engagements to ensure effective execution of business plans. Build strong relationships with key customers and stakeholders while supporting the team in delivering quality service and improving customer retention.