- 8 CROSS STREET Central Region (Singapore) Singapore
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships
Build up ongoing development of new client relationships to ensure a balanced referral source portfolio
Provide professional and quality advice to clients on their liquidity planning and insurance needs
Achieve annual target of net revenue or an amount agreed upon during the annual review
Fulfill full compliance to our internal compliance policies as well as applicable regulatory requirements
Submit new business documents timely and accurately
Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner
Support other team members in client meetings, medicals and presentations
Peringatan Penting
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