Insurance Specialist

JOB DESCRIPTION:

Achieve assigned sales targets based on product mix

Meet bank sales team (RMs/WAs) on daily basis to explore opportunities for Insurance sales

Maintaining business pipeline for month in conjunction with RM/WA

Responsible for arranging product training, training refresher for sales team on regular basis.

Responsible to educate sales team on underwriting guidelines to ensure smooth flow of business.

Responsible for arranging training on completion of application/documentation for business sourced to ensure the TAT are maintained.

Responsible to keep the sales team updated with the requirements of business submitted to MetLife

Responsible for field underwriting of New Applications (completeness of relevant documentation)

Provide monthly performance reports of Fund Performance on MetLife platform to sales team.

Facilitate provision of policy statements, Fund fact sheets to sales team on timely basis.

Ensure that all the sales material (Application/brochures etc) are available to sales team at all times.

Attend Joint client meetings with RM/WA.

Tracking of contest qualifiers

Support to work on untapped clients/data of bank to generate new avenues of business.

Focus on RM activation across all segments to increase the business

Providing portfolio synopsis for HNI clients (Million dollar +)

Assist RM/WA in portfolio review of clients on quarterly basis

Drive balanced portfolio mix of protection and savings

Drive balanced premium mix of regular and single