Corporate Client Member Engagement, Specialist

Job description

Role overview :

Channels Communications and On-site support to Corporate Clients : -

Responsible for the overall IVS target by working closely with different channels (agency / broker / bank etc) New Business and Renewal Teams

Achieve company IVS target by conducting different marketing activities

Grow up IVS sales performance by soliciting marketing opportunities e.g. up-selling IVS products to EB members and cross-selling to MPF members

Communicate with AE / ME, to arrange members briefing and provide on-site support to agency / broker for our corporate clients

Provide helpdesk sessions to our existing corporate clients to promote IVS

Offer support / workshop to agents / broker

District visit to agents to raise their interest on IVS

Create IVS and LIG sales opportunities from different campaigns

Gather client feedback and market / competitors’ update regularly for management review

Meeting various benchmarks : -

Ensure all commitments are delivered accordingly and all campaigns are completed

Ensure the compliance of internal procedure, policies, workflow, and service benchmark

Monitor the database / reports / queues / system closely that are used for measuring the benchmark and ensure they are properly updated and completed within the timeline

Review administrative procedures : -

Assist Sales Manager to review and update administration procedure in order to enhance operation efficiency and effectiveness

Develop control procedures on any risk areas identified

Other Responsibilities : -

Perform other responsibilities and duties periodically assigned by immediate manager in order to meet business requirements

Ideal Profile :

University graduate with minimum 8 years of sales / customer service experience of which at least 2 years in supervisory / managerial positions, or Form 5 graduate with over 10 years of sales / customer service experience with at least 3 years in managerial position

Preferably possess CFP qualification, Insurance and MPF Licensees

Good knowledge on Retirement schemes servicing , Insurance and Investment products

Good communication and interpersonal skills

Self-motivated and customer orientated

Outgoing personality with good presentation skills

Must be a team player and possess good leadership skills

Good time management skills and negotiation skills

Familiar with PC skills

Proficient in both spoken and written Chinese and English