Use and update daily the APPR (Advisor’s Production & Progress Report).
Monitor daily activities if at par with set target/standard.
Report activities through SMS to the Support Staff by Saturday based on APPR.
Triple check accuracy and completeness of application forms.
Report submitted applications to the Sales Team Support Staff and to the SSA.
Monitor movement of submitted applications in the New Business & Underwriting Departments.
Submit early any additional requirements or request extension if the situation is beyond control to expedite settlement.
Safeguard the records of your Clients.
Return the Policy Acknowledgement Receipt forms to the Head Office.
Monitor premium duelist and remind Clients of payments due on specific dates.
Render excellent service to Client’s needs
Collect premiums for specific Clients.
Greet Clients during their special occasions
Attend ALL Sales Team, Branch, Cluster, Territory, Company, and Industry activities to be properly equipped and to boost self-confidence.
Refer potential Advisors to Direct Manager to help increase MP and to earn a recruitment bonus during new Advisor’s first year.
Salary: ₱30000 - ₱60000
Address: 116 Gamboa, Makati, Metro Manila, Philippines
Apply at Bossjob.ph today!