Kinh nghiệm
Không yêu cầu
- Technical skills:
• Advanced knowledge of agency fundamentals – sales process, sales & management training, recruitment & selection, performance management
• Advanced knowledge of SLF operations, products and services
• Advanced knowledge and skills in product positioning and sales communication; design & delivery of training programs
• Basic knowledge of financial products and personal financial planning
• Basic knowledge and skills in project management
• Professional knowledge: LOMA courses, Financial Planning designation or courses (e.g. in-house programs, RFC, RFP, ChFC, etc.)
- Soft skills:
• Work through an inter-department team (i.e. project team) to achieve the business requirements of Sales Dept, while balancing the interests of other stakeholders (i.e. outside Sales Dept) and resource requirements
• Execute changes in process, principles or standards in a manner that provides buy-in and transition to the new state; address obstacles to adaptation; review lessons learned
• Internal contacts
• Heads of functional teams within Sales Dept – daily/weekly
• Heads of functional teams outside Sales Dept (e.g. Marketing, IT, Actuarial, New Business, Compliance, LegaI, Investments) – weekly/monthly to coordinate on BAU work streams, as well as special initiatives
• Regional Office (Distribution) – monthly to coordinate on BAU initiatives, to discuss special projects, to share best practices
• External contacts
• Vendors or suppliers of outsourced services (e.g. audio-visual production, art/graphic services, etc.)
- Education and Experience
• College graduate of any business related course.
• At least 10 years of experience in sales organizations from insurance, pre-need, real estate, direct marketing; at least 5 years was in life insurance.
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