Sales Operation Associate (Financial Services) New

JOB RESPONSIBILTIIES:

• Provide comprehensive sales support to the New Business team and Consultants.
• Coordinate medical appointments, prepare necessary documentation, and accurately transfer client information into required formats.
• Assist in organizing meetings and medical arrangements, and support both new and ongoing insurance applications, including policy issuance and delivery.
• Ensure adherence to the sales operations process by maintaining accurate pipeline updates and logging all relevant activities, including sales meetings, in the system.
• Verify that all client documentation is complete, compliant with internal standards, and meets insurance company requirements for due diligence.
• Manage assigned cases through to completion, including timely follow-ups and negotiations with insurers and underwriters.
• Collaborate effectively with internal and external stakeholders to ensure smooth workflow and client satisfaction.
• Perform any additional tasks as assigned by the line manager.

JOB REQUIREMENTS:

• Degree holder in any discipline
• Good people / relationship skill
• Ability to multi-task and work under extreme deadlines
• Good functional and technical knowledge and skills to do the job at a high level of accomplishment
• Able to build appropriate rapport & use diplomacy and tact
• Highly organized and proactive in following up cases and also daily work Effectively cope with changes
• Min 1-2 years of administration, customer service or relationship management experience preferably in insurance or banking industry
• Proficiency in English and Mandarin, Cantonese will be added advantage

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