Branch Manager (Life Insurance Company)
しぶちょう
Industry & Occupation
Classification
- Major : Managerial Occupations
- Middle : Corporate and Organizational Managers
- Minor : Corporate Managers
Summary
A managerial position in a life insurance company that oversees branch sales activities, formulates strategies aimed at achieving goals, develops staff, and manages performance.
Description
The branch manager is a managerial position responsible for the branch of a life insurance company. They set annual and monthly sales targets for the branch, provide guidance and training to agencies and sales staff, formulate and execute sales strategies, analyze sales performance, and develop improvement plans. In addition, they ensure compliance adherence, risk management, customer satisfaction improvement, internal reporting, and coordination with headquarters, leading the overall performance improvement and organizational operation of the branch.
Future Outlook
With the diversification of protection needs due to declining birthrate and aging population, and the progress of digitalization, optimization of sales channels and improvement of customer experience will be required. The importance of branch managers' strategic planning skills and digital utilization skills is expected to increase due to advanced marketing through DX promotion and other factors.
Personality Traits
Excellent Communication Skills / Excellent Judgment / Goal-Oriented / Has Leadership / Has Stress Tolerance
Work Style
Business Trips / Customer Visits / Flexitime / Office Work / Training Participation
Career Path
Insurance Sales Representative → Team Leader → Branch Manager → Area Manager → Headquarters Sales Manager
Required Skills
Contract Management / Customer Service / Data Analysis / Insurance Product Knowledge / Sales Strategy Planning / Team Management
Recommended Skills
Coaching / Data Analysis / IT Literacy / Marketing Knowledge / Negotiation Skills
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Analytical & Logical Thinking | Because strategy formulation based on analysis of sales performance data is necessary. |
| Communication Skills | Because there is a lot of coordination and negotiation with staff, agencies, and headquarters. |
| Initiative & Leadership | Because they proactively promote sales initiatives and lead the organization. |
| Planning & Organization | Because systematic planning is required from goal setting to strategy formulation and resource allocation. |
| Problem Solving | Because it is necessary to handle customer complaints and solve organizational issues. |
| Stress Tolerance | Because resilience is needed under high stress such as goal achievement pressure and complaint handling. |
Aptitudes (Weaknesses Acceptable)
| Item | Description |
|---|---|
| Physical Stamina & Endurance | Because it mainly involves desk work and meetings, with little heavy labor. |
Related Qualifications
- Financial Planner (FP)
- Life Insurance Solicitor Qualification
Related Jobs
- Agency Manager
- Area Manager
- Branch Manager (Bank)
- Sales Manager (Insurance Company)