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Sales Manager, Independent Financial Advisory

Date Posted: Jun 26, 2019

Location: One Harbourfront, HK, HK, 0

Company: MetLife

Position Objectives & Summary:

 

The objectives of this position are leading the account management and distribution function of the IFA & Broker Channel to achieve the business objectives assigned through the following:

 

  • Achieve the assigned business objectives by active engagement with partners and effective distribution initiatives
  • Formulate strategy and lead the execution of new partner acquisition by identifying business alignment with prospective partners
  • Support partners’ sales activities by conducting product introduction and sales training
  • Work closely with internal support functions to deliver business enablers and follow up new business cases if necessary

 

Be strategic and influential to work with partners and frontline sales to capture the emerging demand in the market

 

Major Responsibilities:

  • Manage existing accounts to facilitate sales activities of partners and enhance sales momentum in reaching the sales aspiration set out by the company;
  • Identify and pitch potential new partners with strategic alignment to widen the distribution network
  • Conduct sales training and product introduction to frontline sales to ensure MetLife products are the products of choice;
  • Lead all distribution activities to ensure successful new product launch and driving sales;
  • Be proactive and creative to initiate activities to enhance our market shares;
  • Be analytical on sales trend, change in market and regulatory environment and provide solution to capture any emerging opportunities;
  • Work with the internal support functions to maintain a high level of service standard to partners and customers;
  • Contribute in formulating the channel and product strategy for the channel;
  • Maintain close relationship with both partners’ management team and key frontline staff;
  • Lead sales driven activities, such as branch visit and on-site sales coaching;
  • Lead other distribution and account management projects as assigned by the Senior Manager;
  • Help the team to maintain all quality measure including but not limited to good persistency, zero complaints and zero compliance breach on business;

 

Qualification/Requirements:

  • University graduate with minimum 7 years relevant working experience
  • Good understanding in sales cycle and traditional/ investment products in the IFA segment
  • Excellent presentation and people skills
  • Strong business acumen, independent, and result-oriented
  • General PC skills in using MS Word, Excel, and PowerPoint
  • Excellent command of both written & spoken English and Chinese, including Cantonese and Mandarin
  • Candidate with less experience will be considered as Assistant Sales Manager

 

 

MetLife is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is MetLife's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.

MetLife maintains a drug-free workplace.

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Requisition #: 109131