About the Company

A premier global consultancy specializing in bespoke financial solutions.

About the Job

• Provide comprehensive administrative and operational backing to the sales consultancy team.

• Coordinate with financial professionals to facilitate medical appointments and gather necessary KYC/financial records.

• Represent the firm at client meetings or medical screenings when consultants are unavailable.

• Act as a primary liaison between banking partners and clients regarding application status and policy handovers.

• Manage the formal submission of all insurance application paperwork.

• Maintain accurate sales pipelines and ensure CRM systems reflect current meeting data.

• Verify that all client files adhere strictly to internal and external regulatory compliance standards.

• Oversee the entire lifecycle of a case...