Job Requirements
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iswan
Last active 2 years ago
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Job description for Business Development Associate at PolicyPal
About PolicyPal
PolicyPal is an insurtech company that empowers consumers to start their financial journey through gamified reward-based learning. With over 100,000 users, PolicyPal is building on technology to transform protection and financial services for consumers, financial advisers and insurers across the entire insurance industry. With PolicyPal, your all-in-one insurance platform, embark on the life-long journey to Learn, Plan, Protect and Grow your financial portfolio.
You will be
Taking charge and shaping PolicyPal into Asia’s largest insurtech platform. Drive overall lead generation to deal-closing with financial advisors. Support the team by monitoring and tracking sales calls to drive improvements in flows and scripts. Commission and Performance: this position will have a base pay but will be incentivised by commission based on the performance of the team. We align the success of the company with your amazing performance and sky’s the limit. Report directly to and work closely with the Head of FA Partnership.
Responsibilities:
- Set up monitoring and tracking systems for sales calls to drive improvements in flows and scripts.
- Conduct research to identify new markets, customer needs and provide senior management with market feedback.
- Build long-term relationships with new and existing customers, attend networking events to develop leads and opportunities.
- Generate new business opportunities to fuel the B2B pipeline, offer service subscriptions.
- Utilise CRM to manage a sales pipeline, progress sales and close, periodic activity reporting and forecasting to Head of FA Partnership.
- Provide account management and retention services.
- Review and analyse actual performance data and evaluate monthly business reports to make sound business decisions.
- Successfully meet sales revenue goals and maintain consistent sales activity quarter over quarter.
Requirements:
- Min 2-3 years in sales and business development in business development.
- Proven track record of working with key stakeholders to build and maintain partnerships.
- A customer-centered mindset -- motivated by solving problems for customers and your team.
- You are driven by results and accustomed to pressure and enjoy the thrill of the closing sales.
- Have strong business acumen to understand and communicate value to potential partnered financial advisors.
- Good interpersonal skills to build good relationships with key stakeholders.
- Able to handle ambiguity and adapt to rapidly changing circumstances in a fast-paced environment.
- Former insurance agent, banker, cabin crew are welcome
- Loads of attention to detail.
- Willing to work flexible hours and shifts.
- Ability to take initiative and manage multiple tasks and projects at a time.