Sales Consultant

Key Responsibilities:

• Assist the sales team with sales development and implementation in achieving their business objectives
• Submit/ liaise applications with insurers
• Assist in proper documentation and maintenance of each application
• Familiar with insurance product/ services and banks’ credit procedure
• Perform administrative tasks, such as organizing medical examination and logistic for new leads, preparing insurance forms and policy contract package, handling client’s reimbursement
• Handle enquiries from internal and external customers
• Participate in internal & external continuous training/ learning programs
• Participate in general improvement of internal process

Requirements:

• Degree with at least 6-8 years’ experience in Sales/ Business Development with direct experience the private banking, Securities, Asset Management or Insurance industry as a Relationship Manager/ Insurance specialist in the High Net Worth segment.
• Performance driven, results focused and proven sales track records in promoting Universal Life and/ or other life insurance products.
• Possess a global and growth mind-set while being technically proficient in the HNW product and services in this segment and with ability to work collaboratively across the globe.
• Strong presentation skills, an excellent communicator with client facing experience and existing ultra HNW client relationships.
• A team player that possess good interpersonal skills with excellent communication and negotiation proficiencies.