- Sales Performance
Consistenly achieved the required monthly activation targets.
Developed and Implemented effective sales strategies within bank partners to increase referrals and drive sales growth.
- Client Relationship Management (CRM)
Built and Maintained strong relationships with clients to comprehend their financial needs and provide tailored insurance solutions.
Conducted regular clients reviews to ensure customer satisfaction and identified opportunities for cross-selling or upselling.
- Team Collaboration
Collaborated with internal teams, including bank partners, to facilitate seamless processes and address client needs effectively.
- Training & Certification
Completed the Bancassurance Training Program
(September 04, 2023 to September 26, 2023)
- Licenses
Traditional License (Ordinary Life, OL)
Variable Universal Life (VUL)
