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Agency Relationship Management, Consultant
2 weeks ago
At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
- It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030._
- And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives._
So if you believe in inspiring a better future, read on.
About the Role
Activate, grow and drive productivity of Life Planners
Roles and Responsibilities
- Manage Life Planners to drive engagement (i.e. CAC members, MDRTs, Convention Qualifiers)
- Collaborate with AD’s Work Stream or departments to increase adoption and Active Agent/ Efficiency of Life Planners
- Generate CS leads through Project KEY from Life Planners
- Management of the day to day distribution support and activities for right impact.
- Work effectively with existing and develop new CS producers to improve ANP and VoNB in Agency channel (including TAKAFUL).
- Become the point of contact for intermediaries for potential business deal, renewal, upselling, cross-selling and after sales service (including servicing issues, if any)
- Track sales performance and key initiatives and prepare weekly and monthly sales report
- Collaborate with Segment Management to plan and implement engagement activities, R&R, campaigns to deepen and foster good relationships with Life Planners
- Deep understanding of servicing issues and ability to appropriately raise to Client Management
Minimum Job Requirement:
- Education - Diploma or Degree Holder of any study
- Experience - Minimum 5 years working experience in sales, or insurance / financial related industry
- Special skills - Familiar in using Excel and PowerPoint, good presentation skills (one to one or one to many)
- Managerial skills - has experience in managing a sales team
- Good problem solving, conflict resolution and decision-making skills
- Self-motivated, passionate, resourceful, proactive, result driven, and ability to work in a stressful and challenging environment
- Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives._