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Sales Support Executive (Insurance Broker)
$ 4,000 - $ 5,000 / month
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Our client, a leading provider of bespoke financial solutions, is seeking a Sales Support Executive to join their team. This role involves supporting sales consultants in managing client relationships, coordinating documentation, and ensuring smooth operational processes to deliver excellent service to HNW individuals.
about the job
- Assist sales consultants with sales-related tasks, including arranging medical bookings, preparing documentation, and gathering financial and KYC requirements.
- Attend client medical examinations and meetings in the sales consultant's absence, maintaining direct engagement with clients.
- Ensure that all client and application documentation meets internal and insurance company compliance standards, completing due diligence.
- Oversee cases from initiation to completion, including follow-ups and negotiations with insurers and underwriters.
- Create tailored client presentations and product comparisons to support meetings and client engagement.
skills and qualifications required
- Strong organizational and multitasking skills.
- Excellent communication and interpersonal skills for client-facing responsibilities.
- Experience in financial services or banking is advantageous.
*We regret to inform you that only shortlisted applicants will be notified*
To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / [email protected] for a confidential discussion.
EA: 91C2918 | R2198716