Financial Advisor

Purpose

Drive new business opportunities and internal sales and service activities by managing relationships with developmental brokers, and identify and liaise with business units to communicate cross-sell opportunities.

Key Accountabilities

• Support key activity outcomes with Business Units to ensure key pipeline accounts are being managed -serviced as agreed and inform Business Development Leaders of key developments.
• Follow-up with distributors or Business Unit; personnel to drive key initiatives and action items coming out of internal sales meetings and cross-Business Unit; planning meetings.
• Communicate directly with selected distributors to present value propositions and drive business development activities to support Business Development needed.
• Provide strategic internal support including response to urgent requests from Business Development Leaders or distributors to optimize the effectiveness of the Business Development Leaders external sales activities.
• Work through hindrances to the business development and post-sales processes.
• Amplify product service information requests to showcase the breadth of the organization's offering.-Communicate the organization's response to the distributors directly when appropriate in support of Business Development Leader and work with them to help them better understand the organization going forward.
• Manage smaller Select, Business Unit; Select or Developmental broker relationships. Drive new business and retention actions with assigned brokers to achieve Plan.
• Review and qualify submissions for select new Business Unit-distributor relationships based on pre-defined criteria.
• Process inbound calls to strengthen regional relationships and identify appropriate Business Units to place accounts.-Monitor preferred submission handling and review and qualify submissions where appropriate for select new Business Unit-distributor relationships based on a pre-defined criteria.
• Work with Business Development Business Units to deliver coordinated multi
• Business Unit; quotes for single customer accounts including contacting select distributors when applicable.
• Review and analyze initial account pipeline reports to identify submissions with cross-sell opportunities.
• Liaise with Business Units to communicate cross-sell opportunities and identify and add any additional submissions or target accounts not included in initial list of submissions
• Analyze pipeline reports using DOZ data-cube to identify high-priority submissions and cross-sell opportunities.
• Work with Business Development Leaders to analyze distributor scorecard reports and review to identify areas of underperformance and opportunity and meet with Business Development Leaders to discuss insights in advance of distributor visits and internal sales meetings.
• Contribute to competition, product and distributor analyses, based on interactions with distributors, Business Units or Strategic Support Unit, and communicate to the team in advance of internal sales meetings and resulting sales calls visits with distributors.
• Serve as distributors# initial point of contact for inquiries and servicing issues spanning multiple Bus when Business Development; Leader; not available.
• Promptly handle inquiries where possible; otherwise evaluate which personnel should be involved in responding to each servicing issue (e.g. Business Development Leader, Business Unit; Strategic Support Unit; personnel).
• Coordinate among Business Units -Strategic Support Units to develop the organizations response to distributor servicing issues touching multiple Business Units, escalating the issue to the Business Development necessary.
• Communicate Zurichs response to the distributors and work with them to help them better understand Zurichs organization going forward.
• Identify any trends regarding service issues and elevate to Business Development Leaders for resolution as needed.
• Serve as lead contact for incoming calls from select non-priority distributors to maximize retention and cross-sell sales with appropriate Business Development and direction.

At Zurich we are proud of our culture. We are passionate about Diversity and Inclusion. We want you to bring your whole self to work we have a diverse mix of customers, and we want our employee base to reflect that.
Our diversity and inclusion initiatives are creating an environment where everyone feels welcome regardless of protected characteristics.

With the above in mind, we accept applications from everyone regardless of your background, beliefs, or culture.
We are committed to continuous improvement, and we offer access to a comprehensive range of training and development opportunities. Zurich is passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity.

So, make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.

You are the heart & soul of Zurich! 

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right? We highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step. We’re proud to have earned Great Place To Work® Certification™. Our company culture is our top priority! #GPTWcertified

Let’s continue to grow together!

Location(s): MY - Kuala Lumpur
Schedule: Full Time
Recruiter name: Jesreena Kaur