5 years experience in business development or events management
Strong knowledge of hnw insurance products
Experience with budget management and roi tracking
This role supports the High Net Worth Department in achieving Affluent and Offshore sales targets through strategic initiatives and engagement activities
Job Summary
This role supports the High Net Worth Department in achieving Affluent and Offshore sales targets through strategic initiatives and engagement activities.
The position is responsible for driving membership growth and enhancing the value proposition of the Prestige Club across Tied Distribution channels.
Candidates will manage department budgets, track campaign ROI, and organize recognition events to honor high performers.
Matching Summary
This role supports the High Net Worth Department in achieving Affluent and Offshore sales targets through strategic initiatives and engagement activities.
Skills & Requirements
Must-have
5 years experience in business development or events management
Strong knowledge of HNW insurance products
Experience with budget management and ROI tracking
Stakeholder management in financial services
Ability to drive sales campaigns within budgets
Nice-to-have
Good presentation skills
Agency exposure preferred
Required insurance licenses (M5, M9)
Team player with strong work ethic
Belief in company mission
Key Requirements
Bachelor degree in business, insurance, or finance
At least 5 years' experience in financial services