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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in driving revenue growth through strategic planning and relationship management, particularly in Group Insurance products and Employee Benefits. Capable of developing training programs and conducting financial literacy sessions to enhance team performance and client engagement.
Highest-signal resume keywords
Revenue Growth StrategyEmployee Benefits ExpertiseTeam Development and TrainingClient Relationship ManagementPerformance Metrics Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Revenue Target AchievementGroup Insurance ProductsFinancial Literacy EngagementCross-Selling and UpsellingActivity Metrics Analysis
Soft Skills
Coaching and MentoringRelationship BuildingEffective CommunicationStrategic PlanningTeam Leadership
Industry Keywords
Employee BenefitsHMO PlansCredit Line ProductsBanking PartnershipsBusiness Reviews
About the role
Key responsibilities & impact- Deliver revenue from new business and renewal business and activity targets assigned to the team
- Institutionalize performance, revenue, and activity metrics through regular reports, meetings, and planning activities
- Drive new business and renewal growth premium through Group Insurance products, including Employee Benefits, HMO plans, and Credit Line products
- Drive IVS sales through worksite and financial literacy engagements with existing and prospective Employee Benefits clients
- Ensure delivery of team revenue and activity targets
- Develop target-achievement strategies, action plans, and tactics for the team
- Conduct proper 15-day deployment for newly onboarded BSEs
- Ensure JFW and coaching sessions with each BSE monthly and as needed
- Build relationships with bank Division Managers, Area Managers, and Corporate/Business Banking Relationship Managers
- Conduct business reviews and lead weekly and monthly engagements with bank partner stakeholders
- Facilitate target-shooting and strategy activities with bank partner stakeholders
- Guide and assist BSEs with visits, presentations, and closing activities
- Ensure smooth renewal processes for Employee Benefits accounts using the 90-60-30 process
- Conduct portfolio reviews leading to cross-sell, upsell, or benefit enhancements
- Submit accurate reports promptly and provide analysis and recovery plans when targets lag
- Develop and implement training and development programs for team members and bank partners
- Conduct financial literacy and wellness sessions for existing and prospective Employee Benefits clients to support IVS selling
Requirements
What you’ll need- You must provide all requested information, including Personal Data, to be considered for this career opportunity
- Submitted information must be accurate and up-to-date