About FWD Group
FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 34 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828.
For more information, please visit www.fwd.com
FWD Vietnam was established in 2016 and is a member of FWD Group. For more information, please visit www.fwd.com.vn
PURPOSE:
The position has the responsibility of driving sale team and achieving the sales target for the assigned bank branches.
Target Achievement
Drive sales and achieve targets through the bank branches
Sales Support
Support the RDOB in his sales effort, in terms of generating benefit illustrations etc
Relationship Management
The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff
Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, understanding their issues/ concerns about selling insurance (if any)
Ensure that all service requirements are met for the sale team.
Process & System
Responsible for defining related processes in discussion with various departments
Documentation, compliance and audit
Ensure adherence to various related service related matrices agreed with partners across product life cycle (policy issuance, customer service, claims, etc.).
KEY PERFORMANCE INDICATORS
QUALITATIVE
Achieving sales targets
Activate & Penetrate branches for Insurance Sales
Arranging training programs for bank staff/FWD sale staffs on products and selling skills
Increasing productivity of bank branch
QUANTITATIVE
* Achievement of Monthly / Quarterly / Half yearly and Annual Sales Target
QUALIFICATIONS / EXPERIENCE
WORK EXPERIENCE: at least 5 years In Insurance / Banking / Finance and at least 3 years of management experiences.
QUALIFICATIONS Diploma, Graduates / MBAs of formal education is desirable.
KNOWLEDGE & TECHNICAL SKILLS
Should have good computer skills (word, excel, power point, outlook)Process and customer experience oriented, with ability to solve unfamiliar problems with a structured and analytic approach.
Must have ability to pain, organize, and multitask
Strong acumen for customer service, effective problem solving ability
Ability to manage conflicts, reconcile differences
Strong negotiation skill
Ability to take decision effectively
Result orientation
Leadership skills
Ability to conduct customer analytics to build good insights about customers and serve as basis for decision making.
Ability to engage in strategic planning and help deliver the best customer experience to achieve FWD brand vision “to change the way customers feel about insurance”.