Commercial Business Advisor - Insurance | Zebra
Job Reference : ZJ00004945

Commercial Business Advisor - Insurance

Job Reference : ZJ00004945
  • 7 -10 Years
  • Salary Negotiable
  • Permanent
  • Not Specified
  • Insurance / Pension Funding
  • Banking & Finance
  • Job Description

    Job Summary

    Assist Bank Partner in achieving business targets.

    Roles and Responsibilities

    ·         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.

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

    ·         Provide appointment calling skill training through call monitoring findings.

    ·         Provide Pre-sales preparation for coming appointments

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

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

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

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

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

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

    Requirements

    Job Requirements

    ·         University graduate with at least 10 years’ insurance sales experience, preferably with Commercial banking frontline experience

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

    ·         With Insurance Intermediaries Qualification Papers 1, 3 & 5 and SFC (Type 1 & 4) licensed.

    ·         Good spoken English and Chinese

    ·         Good communication and inter-personal skills

    ·         Self-motivated and able to work under pressure

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