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Job Description
- Manage pipeline of key customers to meet and exceed growth goals and objectives
- Effectively manage daily, weekly and monthly goals and tracking responsibilities
- Understanding the prospect/client's business and risk exposures.
- The jobholder will be expected to manage all aspects of new business and distribution development;
- Assisting the prospect/client in filling up detailed risk questionnaires and explaining Bupa coverage terms to them.
- To prepare and present appropriate sales material often to the highest level of the company using full graphic capabilities, marketing and sales aids.;
- being able to explain the impact that your role and actions have on the fair treatment of customers;
- Always seeking to be competent to do your job e.g., by completing all compulsory regulatory training on time to ensure that you have all the necessary knowledge and skills;
- Reviewing company performance to identify areas where individual employees and entire departments can improve their efficiency.
- Connecting specifically with insurance agents to ensure that employees communicating personally with policyholders represent the company in the best light.
- Managing collected data and creating user-friendly reports that can help executives identify company progress, regression, and any fluctuations in output.
- always providing customers with clear information and suitable advice which takes account of their circumstances;
- discuss the risks/benefits of a product with customers in a clear, simple way ensuring it is not misleading and allowing them to positively confirm their understanding of the product that they are purchasing.
Job Requirements
- Bachelor's Degree or equivalent preferred.
- Minimum experience of 5 years required.
- Fluent English with an excellent communication skill – written and verbal.
- Excellent Presentation Skills.
- Sales background in the global health insurance market, or relevant transferable skills and knowledge from other financial services industries such as Life Insurance, Retail, Commercial or Investment Banking and Wealth Management including selling at Senior/Board member level.
- Excellent Planning and Organization Skills.
- Recognizes the need to be competing priorities and plans and organizes to ensure all aspects of job are managed and met;
- Good team player who believes in sharing skills and knowledge, to ensure success for all.
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