The job of the sales manager is nothing more than calling customers, meeting customers, and discussing cooperation. Specifically:
1. Participate in morning meetings with the insurance company every day. If there is anything new, Bank financial products or plans should be promoted to each business department.
2. When an insurance salesperson goes to meet a customer, he or she will call you if there are any questions. Once you encounter a customer who wants to do financial management at the bank, you have to guide the insurance salesperson on the relevant procedures. If you want to get a loan, you have to go to the bank and handle it in person.
3. It is also necessary to attract deposits. Your income is linked to the performance of the bank in the business area where you are stationed.