Financial Planning Manager - Government Annuity

JOB SUMMARY:

Responsible for achieving the targets for Annuity Business through NPS, Superannuation & open market (PSU clients) in the assigned region. Responsible for providing assistance in executing the business plan

Assist in launching Annuity Business in the Region

Presenting products to the targeted audience

Update the Sales process and maintain the database as suggested by Retirement Solutions (Government Annuity) department

KEY RESPONSIBILITIES:

Responsible for implementing the sales plan of the assigned region

- Responsible for achieving sales targets from assigned Region/PSU-Clients

- Assist in launching & driving Government Annuity Business

- Assist PSU clients in evaluating their needs to help select the best solution

- Prepare periodic sales reports

Maintain database on Govt./ PSUs and competitor information

- Update the client s/ call reports accurately and efficiently and any competitor s information as suggested by Goverment Annuity team

Continuously evaluate potential of Annuity Business in the region

- Develop specific analysis parameters

- Conduct analysis on the potential groups/PSUs and prepare reports for the Business Head

- Collect competitor information on the Government Annuity Business

Adhere to all Organization s policies and procedures

Measures of Success:

- Actual sales achieved vs the plan

- Accuracy and timeliness of sales reports

- Actual activity vs targeted activity

- Accuracy of competitor information; up to date data

KEY RELATIONSHIPS:

Internal:

- Business Heads

- MLI HR & Sales Training Team

- MLI Operations Team

External:

- Top Clients

- All Stakeholders

DESIRED QUALIFICATIONS & EXPERIENCE:

Graduate/Master of Business Administration preferably in Sales, Marketing or Finance

1-2 years of experience in Life Insurance