What We Can Offer
- Improving sales quality by monitoring closely the sales activities, persistency, not taken, lapse
- Coordinating with partners/sales team to assure the implementation/organization of sales activities properly
- Updating/reporting results of sales activities as well as doing analysis on this
- Coordinating with the relevant departments to enhance system for the business quality management
- Supporting to review/revise/update processes/memo covering business quality activities
- Anticipating to Company’s project to increase sale force’s satisfaction
1. Be responsible for tasks of Sales activities management
- Do sales activities report by weekly/ monthly/quarterly.
- Support to supervise the sales activities organization.
- Coordinate with sale steam & partners to do analysis on sales activities
- Collaborate with related departments to develop automatic sales activities system and report
- Give analysis for partners/all levels
2. Prepare/review guidelines/ procedures/memos of Banca
- To prepare/review/revise/update procedures, guidelines, regulation for the department
- Anticipate in Company’s projects in distribution experience to increase Sales satisfaction from time to time
3. Process improvement
- Collaborate with other departments for enhancements in the system-generated reports to make it relevant to the changing business requirements.
- Regular review the quality monitoring process against changes in Department as Leader assign.
4. Evaluate sales performance
- Monitor the persistency, not taken, lapse ratio…. to evaluate the Sales quality.
- Do reports to evaluate the quality of sales
- Provides summary reports as required by Department from time to time
5. Other assignments assigned
- Priority experience in the life insurance industry
- Background in Finance, data analysis report is an advantage.
- Knowledge of life insurance fundamental
- Proficient use of Microsoft Office and Visio, especially strong proficiency in Excel
- Critical thinking and analytical skills
- Interpersonal communication skill
- Spirit of cooperation and teamwork
- University graduate (economics / Finance priority)