- Atteindre les objectifs de vente des produits d'épargne individuels.
- Établir et entretenir des relations solides avec courtiers et agents.
- Posséder une expertise en produits d'épargne et compétences en vente.
- – Lead change management workstreams and conduct stakeholder impact assessments.
- – Manage smaller transformation projects, coordinating timelines and resources effectively.
- – Design communication strategies and develop training materials for client engagement.
- – Drive client acquisition and retention, achieving 95%+ retention rates.
- – Identify and close new business opportunities, managing the full sales cycle.
- – Analyze market trends to deliver data-driven workforce solutions and strategies.