Roles & Responsibilities
Description and Requirements
Achieve assigned sales targets based on product mix
Meet bank sales team (RMs/WAs) on daily basis to explore opportunities for Insurance sales
Maintaining business pipeline for month in conjunction with RM/WA
Responsible for arranging product training, training refresher for sales team on regular basis.
Responsible to educate sales team on underwriting guidelines to ensure smooth flow of business.
Responsible for arranging training on completion of application/documentation for business sourced to ensure the TAT are maintained.
Responsible to keep the sales team updated with the requirements of business submitted to MetLife
Responsible for field underwriting of New Applications (completeness of relevant documentation)
Department / Functional Area
Insurance / Underwriting / Surveying / Actuary