Area Director - Bancassurance

* Job purpose
- This role plays a key role in developing and managing the performance of the bancassurance channel for the assigned banks, bank branches or bank transaction offices by:
+ Responsible to develop sales forces.
+ Being responsible for promoting and fostering strong relationships for the assigned bank / assigned branches / Transaction Office;
+ Responsible to both top line and bottom line revenue that generated for the assigned bank / assigned branches / Transaction Office;
* Major accountabilities
- Sales management duties
+ Work with S/IS, bank & internal team to clear all pending requirements for issuance of policies
+ Be responsible of overall sales production and sales productivity of assigned portfolio.
+ Manage daily activities of Senior/Insurance Specialists to ensure the assigned business targets achieved
+ Act as an escalation contact point to the assigned accounts/business units
+ Visit business units and meet the BU Head and sales team on regular basis
+ Proactively look at the neglected areas of the team and provide improvements accordingly
+ Be responsible to handle customer complaints if possible or be the key contact point for any customer feedback/complaints towards the company or the business partners
+ Manage a team of Senior/Insurance Specialists in the assigned areas
- Relationship management
+ Build up closely relationship at the bank BU levels to ensure the business results are developed
+ Coordinate closely with the bank sales staff including RBO, CBO, Teller, CCO, BPA and RM for all business related issues of the assigned business units
+ Build up good cooperation with internal departments
- Training activities
+ Be responsible of delivering soft skill and techniques of sales cycle in order to improve the quality and professionalism of sales staff or banking sales team
+ Proactive in self- learning and improvement to meet up with job requirements, helping to improve personal productivity and effectiveness.
- Sales Activity management
+ Responsible for planning and executing BU based customer activities to generate referrals and leads
+ Plan business activity calendar with BU Head and ensure smooth execution
+ Be able to conduct/organize sales seminars, group presentation, customer events
+ Support ‘Pilot’ initiatives undertaken by the Bancassurance Department to explore new opportunities of business and help drive these initiatives to write business.
+ Help drive business development or other activities launched by company to recognize superior performance and drive sales
- Team Development
+ Recruit qualified S/IS team to meet up with business requirement.
+ Be responsible to develop and maintain a professional S/IS team.
+ Coaching and development of Insurance S/IS in the assigned areas.

* Specialized knowledge
- Strong leadership;
- Strong business acumen;
- Systematic and structured to understand systems and processes;
* Education and experience:
- At least 3- 5 years of sales management experience in insurance or banking businesses or retail distribution;
- Bachelor Degree, majoring in Business Administration, Marketing, Banking…
- Preferably obtain some basic life insurance qualifications
* Communication scope
- Dynamic personality with good ability to interact with different people and levels;

Cập nhật gần nhất lúc: 2024-04-03 12:00:59