- – Lead asset liability management and liability-driven investment strategies.
- – Analyze and recommend pension investment strategies for governance committees.
- – Prepare and deliver presentations for pension and investment committees.
- – Conduct interviews to gather medical and lifestyle history from insurance applicants.
- – Schedule tele-interview appointments based on availability of applicants and interviewers.
- – Maintain confidentiality while following up on missing information from applicants.
- – Contact new leads promptly and build rapport to book qualified appointments.
- – Overcome objections with empathy, using evidence-based healthcare knowledge.
- – Document call notes and lead data in real time while managing high-volume pipeline.