Life Insurance Account Manager
4 days ago
The successful candidate will be responsible for engaging with adviser practices across various segments to maintain and grow our life insurance business through Active Advisers.
This role involves providing value to advisers through coaching, training, and support on our value proposition to achieve business objectives.
- Identify client needs to retain and grow our business through advisers.
- Complete fact-finding for advisers, lead engagement plans, and involve senior management to strengthen relationships.
- Develop and execute business plans and campaigns for new business acquisition and retention.
The successful candidate will also be required to:
- Provide coaching and support to help advisers understand and utilize the MLC Life Insurance proposition, including digital tools.
- Build and grow the profile of MLC Life Insurance within your network, follow a structured schedule, and drive cross-collaboration with other support functions.
- Tertiary qualifications or Diploma of Financial Services desirable
- More than 5 years' experience in financial services industry, preferably in Life Insurance, and strong understanding of advice process
- Excellent understanding of the financial services industry (including FASEA, LIF, FOFA, QAR), its history and its various participants e.g. licensees, regulators, associations
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