Insurance Sales Specialist | CBQ

Job Summary : 

The Insurance Sales Specialist is responsible for meeting sales targets by promoting a balanced product mix, collaborating with Relationship Managers/Sales Officers, and maintaining a strong client pipeline. Key tasks include promoting savings and protection products, driving new business, managing new application processes, supporting clients, and assisting with any inquiries of customers and branches. The specialist also ensures smooth business flow, onboarding of customers, and delivers excellent service to premium clients, all while maintaining high business quality standards.

Key Accountabilities :

•    Achieve assigned sales targets based on product mix
•    Work closely with RM/Branches to achieve their own targets.
•    Maintaining business pipeline for month in conjunction with branch RMs/Sales officers.
•    Responsible to ensure smooth flow of business by utilizing underwriting guidelines.
•    Responsible for field underwriting of New Applications (completeness of relevant documentation)
•    Facilitate provision of policy statements, fund fact sheets to sales team on timely basis.
•    Attend Joint client meetings with RM/ Sales officers.
•    Support to work on untapped clients/data of bank to generate new avenues of business.
•    Assist RM/Sales officers in data calling for client meeting for MetLife products
•    Focus on RM activation across all segments to increase the business
•    Assist RM/ Sales officers in portfolio review of clients on quarterly basis
•    Drive balanced portfolio mix of protection and savings products
•    Providing high level of customer service for premium clients (Million dollar +) in particular
•    Maintain high level of business quality, met with quality KPIs