PURPOSE
Act as an business development manager managing the financial advisory (FA) distribution channels.
KEY ACCOUNTABILITIES
- Responsible for business development with FA partners to achieve both short term and a sustainable long term FWD's growth strategy for both top line and bottom line.
- Drives and influence the required sales behaviour in line with FWD's business requirements by promoting FWD's products and services to new and existing partners.
- Build a sustainable long-term relationship with core and new FA partners.
- Generate business development opportunities and account management activities with Financial Advisers and Financial Directors
- Participate in product development cycle to ensure that the product specifications meet both the needs of the targeted customer segments and company financials.
- Provide market feedback on market trends including but not limited to product features and marketing activities of competitors, etc.
- Work closely with marketing team to ensure products and services are in the forefront of the market.
- Partner with operations team to ensure seamless operational processes and ensure excellent customer experience.
- Manage relationships with key internal and external stakeholders.
- Ensure regulatory and compliance requirements, when necessary.
- Expansion of distribution network by onboarding new FA partners
- Providing support to junior team members to achieve department/company KPI.
QUALIFICATIONS / EXPERIENCE
- More than 7 years of direct experience managing a FA channel with an insurer
- Have existing relationships with FAs in the market
KNOWLEDGE, SKILLS & ABILITY
- Good understanding of life products and trends that are key within the FA channels
- Ability to influence key internal stakeholders to deliver a winning products and services proposition
- Ability to provide recommendations based on customer needs and market trends
- Highly independent and motivated
- Customer centric with strong communication skills
