• Support the branch director in managing day-to-day business activities and establishing operation plans.
• Closely collaborate with the branch director to allocate material, human and financial resources to implement organizational policies and programs.
• Optimize and implement new processes and standards, policies, or procedures, and maturing the organization’s business strategy.
• Establish financial and administrative controls in all operating functions amid business risk management.
• Conduct routine invoice review, cost allocation, budget management, payment request processing, new projects cost modeling and approve promotional campaigns.
• Work with existing insurance consultants and financial advisors to optimize current customer relationships and create new sales opportunities from strategy through execution.
• Understand and anticipate customers’ needs, conduct research and analysis on competitors, and follow up with compelling products and financial solutions to secure customer interests and increase market share.
• Design financial products to maximize return for customers while meeting revenue generation targets set by head office, ensuring continuous growth of the branch.
• Market and promote the entire range of product offerings, including partnerships with other financial institutions, accounting firms, professional associations, and municipal bodies.
• Represent the branch in negotiations with underwriters, MGAs, and fund/investment wholesalers and obtain the best rates and terms of contracts to maximize benefits to the branch.
• Participate in discussion with the Branch Director regarding proposed merger & acquisition of other business entities, provide insights on operation synergies and conduct due diligence activities towards the target.
• Hire, organize and supervise new consultants and advisors, plan and budget for human resources appropriate for business expansion, assess training needs according to performance, and provide solutions for employee development.