Opportunity Description
Responsibilities
- 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 t...
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