Job Description
Insurance Product Expert
We are currently seeking an ambitious individual to join in the role of Insurance Product Expert.
Principal Responsibilities
- Meeting of KPIs : Meet sales target for Bancassurance in Premier and Premier Elite customer segments; Drive productivity, participation, revenue, and sales quality.
- Sales Activities & Management : Support Relationship Managers and Branch Leaders to improve customer satisfaction; Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile; Identify opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge; Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and ...