• Pacific Focus

Head of Insurance / RO

Responsibilities

  • Develop, implement and monitor sales plans and meet the business targets

  • Complete sourcing, negotiating and agreeing with suppliers / vendors for insurance products that meet clients’ needs

  • Lead, train, and motivate wealth mangers in the execution of sales plans

  • Develop and maintain operational flows (including systems) to support the effective sales to and management of customers

  • Design materials, promote to and educate prospects on wealth protection, savings and investments

Requirements

  • Qualifications to act as RO under Insurance Authority

  • Successful experience selling insurance products to individuals, preferably to HNWI

  • Highly articulate, presentable, and excellent inter-personal skills

  • Interests to provide services to customers beyond insurance products