Job Description

Job Purpose

As a part of Bancassurance Team, there is a responsibility to develop and strengthen the sales performance of frontline sales team. The ultimate objective is to achieve Top and Bottom Line Budget numbers and maintain market leadership.

Responsibilities:

• Key deliverables to achieve FY TWNS and NBEV Budget
• Conduct product and process training for new on-board advisors
• Monitor individual cluster Bancassurance products sales and trends
• Able to do data analysis for entire network, clusters and teams
• Formulate marketing strategies and action plans to increase penetration and sales
• Responsible for insurance and market updates, especially in HNW products.
• Drive Bancassurance tactical challenges and campaigns
• Strong engagement with strategic distribution partners
• Liaise and work closely with back office to ensure excellence in service delivery
• Liaise and work closely with including but not limited to New Business Underwriting Department, Prestige Client Office and AML team for case management
• Assisting in ad hoc tasks or projects assigned by Head of Department or Head of Section
• Lead or participate in ad-hoc projects including but not limited to e.g. Bancassurance Appreciation Dinner

• Possess a relevant Degree and necessary certifications in CMFAS modules
• Preferably with 5 or more years of sales/banking experience & 2 -3 years in a supervisory capacity
• Experience in Life insurance, Health insurance and Bancassurance highly desirable
• High proficiency in MS Office, especially Excel
• Good sense and oversight on risk awareness
• Understanding of Bancassurance market trends and good in data analysis

Cornerstone Global Partners