About the Company
A premier global consultancy specializing in bespoke financial solutions. About the Job
Provide comprehensive administrative and operational backing to the sales consultancy team.
Coordinate with financial professionals to facilitate medical appointments and gather necessary KYC/financial records.
Represent the firm at client meetings or medical screenings when consultants are unavailable.
Act as a primary liaison between banking partners and clients regarding application status and policy handovers.
Manage the formal submission of all insurance application paperwork.
Maintain accurate sales pipelines and ensure CRM systems reflect current meeting data.
Verify that all client files adhere strictly to internal and external regulatory compliance standards.
Oversee the entire lifecycle of a case, including direct negotiation with underwriters to reach completion.
Partner with client service teams to finalize timely annual portfolio reviews.<...