Executive, Distribution Services

Job Description:

• Report to Distribution head
• Handling matters related to the Distribution channel
• Process, prepare and maintain Introducer Agreements
• Liaise with the Compliance Dept on introducer regulatory requirements
• Handling advisers on offboarding/resign processes
• Prepare and send policy listing to new servicing advisers

• Consolidate policy listing for Providers and Internal departments

• Prepare and send introductory of new servicing adviser letter to clients

• Prepare release letter for resigned advisers
• Notify Providers/Business Partners on adviser RNF cessation
• Process policy transfer to new servicing advisers
• Coordinate with Finance on outstanding fee follow ups for resigning advisers
• Generate and send monthly sales reports
• Provide advisory support to Group Partners/Advisers, Internal dept and Providers/Business Partners on servicing related queries
• Assist in the day-to-day correspondence
• Undertake ad-hoc tasks as required and may include assistance with event logistics

Job Requirements:

• Able to work independently and with a team in a dynamic environment
• Possessed Local Diploma and above
• Proficient in Microsoft office (Excel, Word, SharePoint)
• No prior experience needed; training will be provided
• Past work experience in insurance industry is a plus