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Business Development Manager

To support Business Development Team in the development of an intermediary distribution network and achievement of sales targets for the China region.  Work collaboratively in Business Development together with Operational teams to ensure that customers are fully supported and high retention levels through a peerless service experience. Combining sales skills with empathy and a detailed understanding of the operational lifecycle from pre-sales to claims, the Business Development Manager (China) Will have a varied workload including building relationships with intermediaries and dealing with sales enquires and ensuring regulatory compliance.

Business Development:

  • Introduce, promote and market the company’s products to intermediaries such as brokers and independent financial advisers.
  • Act as a link between the company and brokers. Provide support to all China brokers, such as answering queries, providing product details etc.
  • Attend all scheduled meetings to facilitate smooth operational procedures.
  • Develop, manage and retain broker client accounts.
  • Provide quotations in accordance with written procedures and processes, and in strict compliance with any relevant statutory and regulatory requirements.
  • Deliver presentation to the clients and represent the business at exhibitions, conferences and similar events.
  • Liaise with brokers and internal operations team to ensure queries are resolved in a timely manner.
  • Build up detailed knowledge of the company’s products and keep up-to-date awareness of competitor activity, products and pricing.
  • Assist in the delivery of any ad-hoc training that the brokers might require on our products.
    Ensure that the company’s brand values, principles, and style are adopted and utilized for all external communication.


  • 与总監共同发展和维持与可以支持我们新的和更新业务的中介机构的强有力的联系,为业务开发团队提供必要的销售支持;

  • 开发,管理和保留经纪人客户账户。与经纪人/代理商和内部运营团队保持联络,以确保及时解决问题。协助提供经纪人对我们产品可能要求的任何特别培训;

  • 按照书面程序和流程提供报价,并严格遵守相关的法定和监管要求。建立公司产品的详细知识,并保持对竞争对手活动,产品和定价的最新认识;

  • 通过适当的提问,积极地代表我们的品牌形象,以及与我们的营销,销售和客户服务战略一致的专业精神,与经纪人和现有客户建立有效的关系;

  • 充分了解公司和竞争对手的产品并运用深入知识准确而恰当地处理经纪人和客户的查询,包括提供所有必要的文件,使客户根据他们确定的需求作出明智的购买决定;

  • 与业务发展和承保团队一起,识别损失风险,并提出适当的覆盖范围调整以更新团队,以保持长期盈利能力;

  • 成为所有直接和中介团队更新的主要联系人,主动分析客户需求并提供报价(包括需要时的替代解决方案),以最大限度地提高续约保留率;充当公司和经纪人之间的联系。通过回答查询,提供产品详细信息等,为所有经纪商提供高质量的支持;

  • 一旦经纪人/客户确认续约决定,与客户服务团队协调;确定要求取消或不续签的理由,并采取行动保存账户。

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