Premier MDRT Development, Consultant
Core
Drive and motivate agency to achieve business targets through marketing/incentive initiatives and provide sales support to the agency force.
Role type
Senior IC sales operations consultant (insurance)
Builds
Agency productivity and MDRT achievement
Domain
Insurance / Wealth Management
Required skills
Business planning, PMDD strategy implementation, event management, presentation skills, agency performance monitoring, report generation, issue resolution, workflow improvement
Preferred skills
Insurance/banking/wealth management industry experience, distribution support or front-line sales experience, Mandarin language proficiency
Technologies
Microsoft Word, Excel, PowerPoint
Responsibilities
Assist in formulating business plans to engage and uplift agency force competencies, Implement and promote PMDD strategy and events, Support agency/company events from planning to execution, Prepare and conduct presentations to communicate company/PMDD information, Monitor agency production progress and follow up with agents, Produce regular reports on agency contest and performance, Provide professional service and support to agency, Liaise with internal departments to resolve complicated issues, Handle agency enquiries and provide accurate and timely responses, Raise suggestions and improvement ideas on business issues and workflow
Seniority
Mid-level, hands-on IC