Raffles Place
Mon-Fri, 9am-5.30pm
Up to $5k x12
- Assist the Consultants in sales support work
- Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements
- Attend client's medical examinations or other client's meetings in Consultant's absence (face to face with clientele)
- Liaise with Bankers and clients for meetings, medical arrangement, new & ongoing application documentation and policy delivery.
- Submission of application documentation to insurance companies
- Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems
- Ensure client documentation are complete, aligned and satisfied with internal & insurance company compliance and due diligence.
- Manage and bring all the cases under care into completion (includes follow-up/negotiation with insurers/underwriters)
- Work with Consultants and Client Servicing to ensure prompt preparation and completion of annual reviews
- Work closely with Illustration and Inforce Team on day to day basis on new and existing policies
- Prepare specific client's power point presentation and product comparison for client's meeting
Jessica Nguyen Huynh Thanh Truc
CEI Reg. No. R23113787
EA License No. 99C4599
We regret that only shortlisted candidates will be notified.
