JOB PURPOSE

• Work closely with the Bank partner to provide insurance solutions to customers and to achieve joint goals.
• Manage Sales Team.

B. TASKS & RESPONSIBILITIES
Strategy & Planning:

• Understand overall vision and goals to execute and implement sales activities.
• Work with Bank Partner to provide insurance solutions to customers and to achieve joint goals.
• Build excellent relationship with branches to deliver top-notch service quality
• Spearhead all lead generation initiatives from bank partner
• Campaign management.
• Day to Day Operations & Recruitment:
• Align sales activity management with strategy to achieve business plan.
• Ensure sales process quality to minimize fraud and customer complaints.
• Manage overall manpower and resourcing plan based on sales KPIs.
• Drive Sales and achieving assigned Sales targets
• Support Sourcing & Selection and create a talent pipeline
• Coaching & Leadership:
• Provide necessary training/coaching and supervision to Insurance Specialists to ensure success of insurance sales at bank branches

Customer Service:

• Provide excellent customer service.

• Up to 5 years of experience in financial industry
• Bachelor degree
• Work experience in financial services sales is preferred
• Must be self-driven , highly motivated and have strong leadership and influencing skills
• Proven track record in sales management and people management are definite advantage
• Strong analytical, inter-personal, communication (verbal and written) and business development / sales skills