Director, Insurance Specialist, WM

Responsibilities Strategy Sales Activity & Conversion To work with Relationship Managers in achieving the target number of referrals and conversion. To train the Relationship Managers via regular training, workshops and case-studies in order to deliver on product knowledge, insurance proposition/pitch, processes and sharing of new ideas. To generate ideas and action plan on increasing sales activity and other relevant financial drivers.
Customer Management To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients. To ensure a systematic review process for existing policyholders. To ensure that customer enquiries are promptly attended to.
Processes Sales Reporting & Management To provide prompt and regular reporting of leads, sales activity and pipeline cases. Work closely with internal partners (e.g. Relationship Managers, fiduciary, and credit teams) and external partners (e.g. insurance providers) on case management....