Deskripsi Pekerjaan
Are you an experienced professional looking to make a significant impact in the financial services sector? Trust Recruit is excited to announce an immediate vacancy for a Case Manager / New Business Manager (HNW, Life Insurance) in the bustling Downtown Tanjong Pagar district. This is a fantastic opportunity for a dedicated individual to manage high-value life insurance portfolios and drive new business acquisition in a dynamic environment.
In this pivotal role, you will be responsible for servicing High Net Worth (HNW) clients, conducting comprehensive financial needs analyses, and presenting tailored insurance solutions. You will work closely with senior management to ensure seamless case management and exceptional client service. If you possess a strong sales background and a passion for helping clients secure their financial futures, we want to hear from you.
Trust Recruit offers a competitive salary package, a collaborative work culture, and the chance to grow within a reputable organization. Join us in Central Region and take the next step in your career today.
Tanggung Jawab
- Manage and service High Net Worth (HNW) life insurance client portfolios.
- Drive new business acquisition through proactive prospecting and networking.
- Conduct in-depth financial needs analysis for prospective clients.
- Prepare and present detailed insurance proposals and case plans.
- Oversee the end-to-end case management process and ensure compliance.
- Maintain accurate records in the CRM system and update client files.
- Liaise with insurance underwriters and internal teams to facilitate claims and policy issuance.
- Build and nurture long-term relationships with existing and new clients.
Kualifikasi
- Degree in Finance, Business, or a related field (or equivalent professional experience).
- Minimum 2-3 years of experience in Life Insurance or Financial Advisory.
- Proven track record of handling HNW clients and managing complex cases.
- Strong sales and negotiation skills with a results-oriented mindset.
- Excellent communication, interpersonal, and presentation skills.
- Self-motivated, disciplined, and able to work independently.
- Valid driving license is preferred for client visits.
- Proficient in Microsoft Office Suite and CRM software.