Responsibilites:
- Engage a range of stakeholders within our Referral Partners: Gatekeepers, Wealth Planners, Market heads and PCS Consultants to drive business development activities that increase the percentage of Relationship Managers that actively refer opportunities, closing cases and increase penetration.
- Work closely with the CEOs to plan, design, prioritize and execute business / partner development activities and ensure the transfer of knowledge and a high level of technical HNW Life Insurance/ Structure throughout the Consultant groups.
- Work with current client groups with the intent of increasing retention of current business and increasing share of business from current clients.
- Analyse campaign results for continual improvement and create reports that provide the Sales Leadership, Marketing Team and other key stakeholders with relevant information to inform future campaign management.
- Research and understand HNWi’s needs and future ways to engage with legacy planning discussions and solutions.
- Assist the CEOs in expansion of current geographies and channels.
- Work with relevant stakeholders in developing targeted marketing initiatives / campaigns.
- Lead marketing initiatives design – creative execution, message design, channel selection and segmentation, seeking input from the appropriate stakeholders where applicable.
- Ensure initiatives / campaigns are executed and managed effectively across all channels.
- Report on initiatives / campaign performance metrics and monitor initiative / campaign performance, continually looking for ways to improve outcomes.
- Manage database information and ensure outdated and incorrect records are communicated with relevant account owners.
- Deliver post campaign insights to Sales Leadership, Marketing Team and other stakeholders as appropriate.
Requirements:
- Bachelor’s degree or equivalent preferably in Marketing, Mass Communications or Business Administration.
- Minimum 8 years’ relevant working experience in HNW Life Insurance business in either Life Insurance Company, Private Bank or Broker services and possess strong technical knowledge of HNW Life Insurance solutions and their related ownership, beneficiaries and funding structures.
- Business development and partnership management roles.
- Demonstrable results in generating demand, nurturing leads and filling the sales pipeline.
