Role Overview:This role is responsible for supporting the Sales Director for preparing presentations materials and gathering documentation from clients etc. This is a top tier financial services company.Key Responsibilities:Responsible for preparing high-quality presentation materials for client meetingsOversee the coordination and scheduling of medical examinations for clients, ensuring a seamless and efficient experience throughout the insurance applicat
Role Overview:This role is responsible for supporting the Sales Director for preparing presentations materials and gathering documentation from clients etc. This is a top tier financial services company.Key Responsibilities:Responsible for preparing high-quality presentation materials for client meetingsOversee the coordination and scheduling of medical examinations for clients, ensuring a seamless and efficient experience throughout the insurance applicat
The Role Overview:This role involves leading competitive analysis, developing sales content, and fostering strong relationships with referral partners and insurers.Key Responsibilities:Drive Distribution & Sales: Oversee product distribution, lead sales initiatives (e.g., cross-selling, up-selling), and collaborate with Marketing to launch targeted campaigns. Utilize data to develop sales strategies and compelling product materials for the salesforce. Prov
The Role Overview:This role involves leading competitive analysis, developing sales content, and fostering strong relationships with referral partners and insurers.Key Responsibilities:Drive Distribution & Sales: Oversee product distribution, lead sales initiatives (e.g., cross-selling, up-selling), and collaborate with Marketing to launch targeted campaigns. Utilize data to develop sales strategies and compelling product materials for the salesforce. Prov
The Role Overview:This role will be responsible for performing underwriting risk assessment for High Net Worth business.Key responsibilities:To conduct risk assessments on high net worth (HNW) products and HNW business within underwriting authority, ensuring timeliness, accuracy, and comprehensiveness.To oversee the management of high net worth (HNW) cases, ensuring a seamless end-to-end underwriting process.To engage in negotiations with reinsurers in ord
The Role Overview:This role will be responsible for performing underwriting risk assessment for High Net Worth business.Key responsibilities:To conduct risk assessments on high net worth (HNW) products and HNW business within underwriting authority, ensuring timeliness, accuracy, and comprehensiveness.To oversee the management of high net worth (HNW) cases, ensuring a seamless end-to-end underwriting process.To engage in negotiations with reinsurers in ord
Key Responsibilities:Provide comprehensive back-office support to our internal sales teams (brokers/advisors), ensuring all administrative aspects of life insurance new business and policy servicing are handled efficiently.Manage the end-to-end submission of paperwork, including meticulous form filling, document preparation, and ensuring all submissions adhere to strict company and regulatory timelines.Act as a key liaison, providing face-to-face support
Key Responsibilities:Provide comprehensive back-office support to our internal sales teams (brokers/advisors), ensuring all administrative aspects of life insurance new business and policy servicing are handled efficiently.Manage the end-to-end submission of paperwork, including meticulous form filling, document preparation, and ensuring all submissions adhere to strict company and regulatory timelines.Act as a key liaison, providing face-to-face support
The OpportunityOur client is looking for a Policy Servicing Officer (Aftersales), you will be a vital link in ensuring seamless post-sale support for our valuable clients. This back-office role requires a highly organized individual who can manage complex administrative tasks, maintain impeccable records, and provide proactive support to both clients and our internal teams.Key ResponsibilitiesManage all aftersales policy servicing for a portfolio of existi
The OpportunityOur client is looking for a Policy Servicing Officer (Aftersales), you will be a vital link in ensuring seamless post-sale support for our valuable clients. This back-office role requires a highly organized individual who can manage complex administrative tasks, maintain impeccable records, and provide proactive support to both clients and our internal teams.Key ResponsibilitiesManage all aftersales policy servicing for a portfolio of existi
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