Insurance Specialist

Key Responsibilities
Strategy
Sales Management
Collaborate with the frontline staff to provide Professional Insurance Planning services & Presales information, Meeting Potential customers.
Analyse customers' financial situation and identify their financial needs; recommend relevant Insurance solutions to best suit their needs.
Recommend and decide appropriate sales distribution and delivery channels and provide quality after sales – services to maintain the customer relationship & solicit referral business to expand the customer base.
Working closely with frontline staff to optimize the sales results.
Continuous Product training & development across the specific segment. Sales activation across Job families.
Manage sales productivity by doing joint review with Segments Heads.
Establish a comprehensive sales process for products and services and guide its implementation across all segments and branches.
Support product development & deployment of appropriat...

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