About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves over 40 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 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”.