(Senior) Executive, Insurance Advisory

Key Responsibilities and Accountabilities

Functional (job responsibilities)

• Advise insurance (both life and non-life) solutions to the clients from end to end

- Generate and prepare a list of qualified pipeline (both self-generated and internal referrals) for banca selling

- Approach the potential customers and conduct financial needs analysis to identify relevant insurance needs

- Provide accurate advice about product features and benefits

- Be in charge of fulfilling and submitting insurance application forms

- Closely track the underwriting status and provide prompt support to customers in case medical check-up and/or other activities are required

- Ensure that all policies are properly issued and pass free-look period.

• Perform high quality after sales service

- Take care of customers after free-look period to guarantee no policy surrender and capture relevant up-sale/cross-sale opportunities.

- Be responsible to advise and persuade customers to renew their policies in the second year.

• Deliver excellent service quality:

- Produce work of a high standard of quality, efficiency and accuracy in daily operations.

- Comply strictly to internal/external regulations regarding banking and insurance operation in Vietnam.

- Handle customers’ complaints (if any) properly and promptly, and within regulated internal responding time.

- Ensure having no operational mistakes that lead to financial loss to customers and the Bank.

• Others:

- Assist time to time on reports & statistics, i.e: market update/survey of product trends and competition.

- Provide internal referrals for other products

Managerial (team/group responsibilities)

- Work with Product Owner to offer proactive and personalized financial services to the customer.

- Support Manager in promoting and developing market presences, this will ultimately deliver the individual jobholders targets and support overall Centers targets.

Education/Qualification

- Bachelor's Degree/University degree. Majoring in Business, Banking, Finance is a plus

Experience

- At least 5 years working experience within a minimum 12 months in a related field/experience.

- Good sales tracking record

Special Skills

- Strong sales skill, sound communication/negotiation/presentation skills and excellent customer service orientation.

- Ability to work independently as well as to work in a team

- Ability to handle multitask and to work under pressure

Certification/Licensing Requirements

- Valid life insurance license and no active agent code on the on-boarding date