Job Description
Our client is a leading independent insurance brokerage specializing in wealth planning and life insurance solutions for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. Due to business needs, they are now recruiting a Sales Operation Manager to be part of their team for ongoing transformation projects. They are located in the Central Region – easily accessible.
The Sales Operation Manager (International) will be responsible for providing comprehensive administrative and relationship management support to Consultants throughout the client lifecycle. The role is responsible for coordinating client engagements, managing new business submissions, ensuring regulatory compliance, and delivering a seamless experience for high‑net‑worth clients.
Client & Consultant Support- Support Consultants in the preparation and follow‑up of client meetings, business trips, and presentations.
- Prepare client snapshots, sales illustrations, prod...
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