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Manager (Sales Operations, International)
2 weeks ago
3 years exp
**Roles & Responsibilities**
**Responsibilities**
- Assist the Consultants in the preparation and debriefing of business trips; printing of snapshots and sales illustrations
- Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements
- Attend client’s medical examinations or other client’s meetings in Consultant’s absence (face to face with clientele)
- Liaise with Bankers and clients for meetings, medical arrangement, new & ongoing cases and policy delivery
- Update Consultant on their pipeline and cases and to ensure that sales meeting are updated in the systems
- Assist in preparing pre-submission documents such as questionnaires (IDAs) and broker memo
- Ensure client documentation are complete, aligned and satisfied with CMA & carrier compliance and due diligence
- Manage and bring all the cases under care into completion (includes follow-up/negotiation with insurers/underwriters)
- Work with Consultants and Client Servicing to ensure prompt preparation and completion of annual reviews
- Work closely with Illustration and Inforce Team on day to day basis on new and existing policies
- Prepare specific client’s power point presentation and product comparison for client’s meeting
**Requirements**:
- People / relationship skill with Clients, Bankers and Consultants
- Demonstrated ability to multi-task and work under extreme deadlines
- Has the functional and technical knowledge and skills to do the job at a high level of accomplishment
- Good interpersonal skill and working closely with Consultants and New Business Team to improve close ratio.
- Relate well to all kinds of people, build appropriate rapport, use diplomacy and tact
- Highly organized and proactive in following up cases and also daily work
- Effectively cope with change, can shift gears comfortably, able to handle uncertainty
- Drives efficiency from stage to stage so as to shorten the overall sales cycle
- Competent in Microsoft, excel and preparing power-point presentation
- Min 3-5 years of customer service and/or relationship management experience with HNW clients preferably in insurance or banking industry
Charles Monat is one of the world’s most trusted international life insurance brokers. We offer bespoke advisory and brokerage services for preserving wealth and creating liquidity. We are the partner of choice for high net worth clients, affluent families and executives of multinational companies.
As a global premium consultant, Charles Monat is a pioneer in the development of customised insurance based solutions. Over 8,000 private clients in Asia, Switzerland and across the world are our testimony to this.
Founded in Hong Kong in 1971, the company has grown to an international presence with offices operating in Dubai, Hong Kong, Liechtenstein, Kuala Lumpur, Miami, Singapore and Zurich. We have global knowledge and cross-jurisdiction experience in serving clients in over 50 countries. Our team of professionals are specialists in providing world-class wealth transfer and liquidity solutions.
Every client of ours has unique family, wealth and business dynamics. Our aim is to develop successful and holistic relationships with our client's and business partners at the world’s most respected private banks, accounting firms and insurance carriers.
