Business Development Consultant, Bancassurance (Manager Level)

Job description

Role overview

Assist department and bank branches in achieving business targets on assigned segments

Achieve pre-set business targets on AFYC, case count, active branch, active sales staff and various KPIs for designated branches / district

Monitor the sales momentum on sales staff and branch level. Provide targeted coaching to uplift sales productivity

Build up and maintain solid relationship and rapport with banks’ district managers, branch managers and all frontline staffs

Build and develop good relationship with bank staff to achieve the business goals

Communicate all marketing and sales programs to bank’s frontline staff and ensure the awareness and participation

Provide support on operations and application processing, and answer enquiries from bank’s frontline staff

Provide Pre-sales preparation for coming appointments

Provide appointment calling skill training through call monitoring findings.

Provide on-going training bank’s frontline staff, including product, sales technique, prospecting, objection handling and sales operation and process, etc

Execute compliance duties with regulatory and our company’s Code of Conduct, Complaints Handling Procedures, Customer Privacy Policy and MCV Guidelines

Support ad hoc projects as assigned by the direct manager

Ideal Profile :

University graduate with at least 10 years’ insurance sales experience, preferably with bank’s front line experience

Relevant experience on coaching and training bank’s sales staff on insurance is highly preferred.

With Insurance Intermediaries Qualification Papers 1, 3 license is highly preferred

Good spoken English and Chinese

Good communication and inter-personal skills

Self-motivated and able to work under pressure

Obtain relevant license if your job involves in regulated activities