Jobs Responsibilities
- 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
Job Requirements
- Prior work expeirence in financial advisory/wealth planning
Application Procedures
Interested candidates, please email your resume to:
Attention: Lynn Mak Ling Ling (CEI No. R1986990)
[email protected]
Recruit Express Pte Ltd (EA No. 99C4599)
We regret that only shortlisted candidates will be notified.
