Advanced Case Manager - Insurance Sales - Mandarin
Core
Provide complex case and sales strategy support to Mandarin-speaking Financial Advisors to generate new life and health insurance business in affluent markets.
Role type
Senior IC sales support specialist (insurance)
Builds
New insurance policies and business placements for high-net-worth clients
Domain
Insurance sales and financial services
Required skills
Expert knowledge of individual life and health insurance products, complex sales strategies, competitive positioning, Canadian insurance regulations and tax implications, systems proficiency (Salesforce, Illustration systems, MS Excel)
Preferred skills
Business or finance education, 5+ years in individual insurance products, 3-5 years in insurance sales or sales support
Technologies
Salesforce, Illustration systems, SVFA, MS Excel
Responsibilities
Provide 1:1 Mandarin and English support for large/complex cases, facilitate webinars on product knowledge and strategies, deliver training programs on advanced concepts, support proactive follow-up on submitted business, quarterback cases from start to finish by liaising with internal teams
Seniority
Senior, hands-on IC