Manager, Premium Financing Specialist – Personal Banking Division
Responsibilities:
- Work closely with branch sales management and sales staff on their wealth business planning to achieve business goals
- Conduct pre-case study and engage in joint servicing / sales calls proactively with sales staff to serve the financial needs of customers
- Keep abreast of market changes and provide timely market and product update to both sales staff and customer
- Oversee the premium financing application process to ensure compliance with regulatory requirements
- Coordinate with credit approval departments, loan operation departments, and insurance companies to expedite application processing
- Follow up with customers and frontline staff to provide updates on the application status
- Provide technical and skill coaching to sales staff within designated area/branch to uplift the professionalism and selling skills of sales staff
- Work in collaboration with QA Team and Area Managers to support and contribute to sales & service quality improvement
Requirements:
- University degree in Business Administration or related discipline
- Minimum 3 years of insurance or loan sales experience
- Solid knowledge in insurance and loan products as well as familiar to loan product regulatory requirement
- Process recognized insurance qualification of IIQE Papers 1 & 3
- Strong business acumen, detail-oriented and possessing strong analytical skills
- Good team-player and able to work independently with effective coaching and interpersonal skills
- Strong presentation skills with knowledge in using various presentation tools (apart from PowerPoint)
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