Administration relating to client transfer and new business transactions. Submission of intermediary received from the relevant PPs. Capture and checking of new business documentation to ensure completeness and in alignment to the lodgment rules. Submission of new business application(s), together with supporting PPs. Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant
Administration relating to client transfer and new business transactions. Submission of intermediary received from the relevant PPs. Capture and checking of new business documentation to ensure completeness and in alignment to the lodgment rules. Submission of new business application(s), together with supporting PPs. Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant
Administration relating to client transfer and new business transactions. Submission of intermediary received from the relevant PPs. Capture and checking of new business documentation to ensure completeness and in alignment to the lodgment rules. Submission of new business application(s), together with supporting PPs. Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant
regular basis as per call cycle. Cold call potential new customers. Please note should you not receive a response
regular basis as per call cycle. Cold call potential new customers. Please note should you not receive a response
market needs. Follow up on leads generated (including new COD accounts opened) by Internal Sales or from external
market needs. Follow up on leads generated (including new COD accounts opened) by Internal Sales or from external
and execute effective sales strategies to acquire new business. Build and maintain a robust pipeline of
Liaising with clients. Data capturing. Processing of new business (life products; local and offshore investments)
Liaising with clients. Data capturing. Processing of new business (life products; local and offshore investments)