Able to guide and assist to identify potential business opportunities from agent's network and existing portfolio
Involved in industry functions, such as association events and conferences, and provide feedback and information on market and creative trends.
Present to and consult with mid and senior level management on business trends with a view to developing new services, products for independent distribution partner channels.
Leveraging on the knowledge/insights of the market and competitors, identify and develop the company's unique selling propositions and differentiators.
Drive & work with Life leaders and agents, partners and underwriters to identify new business opportunities & procure new business.
Be with partners for joint field work with or without the underwriters
Work with agents & underwriters to achieve targeted new business and retention targets to meet planned numbers
Work with agents to target profitable market & secure healthy business portfolio & business mix
Sales Management
Demonstrate sound & strict sales management discipline over your portfolio through a planned & focused business review program/goal setting on segmented partners
Proficient with sales numbers through daily tracking & measuring of production trends to ensure a robust pipeline of business opportunities and sales targets are met
Responsible for achieving sales targets in both new business and Renewals for both commercial and consumers line products and portfolio
Recruitment & Activation
Prospect & convert life agents and turn this into increased business to achieve recruitment targets so to meet production expectations
Identify and activate life agents to increase productivity develop new line of business producers & upgrade of agent tier
Support & execute activities to achieve recruitment target
Training & Development
Supplement core training curriculum to ensure partners under your care are competent to professionally represent our business
Develop agent's career with us through business expansion, progression & business continuity planning
Conduct regular agency visits to build strong business relationships with agency leaders and their life agents and financial advisors
Incentive & Campaign Management
Initiate & execute sales activities to create opportunities for new business &/or renewal business through cross-sell, up sell & portfolio analysis
Pacing agents and financial advisors to achieve their respective agency incentives and business goals such as (higher tier status, bonus, trips..etc)
Work with Sales campaign manager to conceptualize and support campaign & events through sales activities in order to achieve campaign objectives.
Qualifications
Required Skills & Experience
Ability to work independently in an environment of change, multiple deadlines and priorities
Expert client management skills; relationship building expertise and problem solving ability
Superior multitasking, project management, presentation skills and business acumen
Highly collaborative, reliable team player, resilient, integrity
Able to travel within Agency areas in responsible as needed
Proactive deal approach, Self-starter
Assertive & sales driven
Able to work under pressure
Desired Qualifications
Minimum Diploma or Degree in any field
Minimum 3 years of related experience, preferably with knowledge as BD in insurance with proven sales track
Experience in business development/direct sales and knowledge in non-Life / Life insurance would be an added knowledge
With relevant industry qualifications Basic Concept of Insurance, Personal General Insurance and Commercial General Insurance
