As Business Development Consultant you will...
- To manage group quotation requests from our existing brokers/IFAs and independent agents in Indonesia
- To support the Head of Corporate with group quote requests and product training to brokers
- Deliver presentations on our products, proposition, and core values
- Manage and grow SME pipeline
- Regularly update Sales Force with SME/Corporate pipeline and create good reporting to show real time progress
- Support broker related events and campaigns (secondary)
- Accurately maintaining and updating customer records on the customer management system to ensure high sales conversion
- Complying with all regulatory and governance requirements including MAS and FCA and Treating Customers Fairly
- Achieving targets for sales, productivity, and quality
- Participate in regular 121s and team meetings with your Manager
- Support new team members and being a role model for the team demonstrating outstanding personal behaviors and performance
- Contribute to the continuous improvement process by developing new business ideas, able to work between different internal teams/divisions, and making a contribution to focus groups
- Being the brand representative of Bupa Global - maintaining an exceptional level of integrity and service at all times
- Maintaining contact with, updating, and supporting, the new business team to maintain high confidence in role capabilities
- Act as a pioneer in undertaking a new role being open to new ways of working for the continuous improvement of generating business
Requirements:
- Educational background in business / wealth management or related studies
- Have Insurance experience is preferred
- Must have IIQE Paper I and II
- Experience in Independent Financial Advisors and working with high end wealthy individuals
- Background in the global health insurance market, or other financial services industries (Insurance, Retail, Commercial or Investment Banking and Wealth Management.)
- Have experience in direct sale and relationship management will be an advantage
- Have experienced a complex and multi skilled customer facing roles and cold call prospecting in a call centre setting
- A track record of achieving and exceeding sales and quality targets
- Excellent interpersonal, communication and influencing skills are required with emphasis on achieving results and successful outcomes.
- Highly motivated and self-driven
- Excellent fluency in English (verbal and written)