KEY TASKS AND RESPONSIBILITIES

• Preparation of advisor payment models and schedules. These include marketing allowances, monthly incentives, advisor’s support and any other advisor duties that may be recommended by the business
• Updating and circulating the Sales on a weekly basis or at such other time as may recommended by the business
• Updating and sharing the Sales Incentive Report monthly or at such other time as may be required by the business
• Updating and circulating the Executive Sales Dashboards weekly
• Conduct weekly checks on the Unit Prices and updating them on the Policy Administration system TE
• Updating and sharing key persistency statistics with the Retail team monthly
• Compute benefits not captured in the Policy Administration system. These include unit linked fund build ups, anticipated endowment bonuses and surrender.

SKILLS AND COMPETENCIES

• Proficiency in Microsoft Office Applications i.e. Word, Excel
• Knowledge of Python, a plus
• Data Validation and Verification

KNOWLEDGE & EXPERIENCE

• Data Validation and verification
• Data analytical skills and attention to detail
• Good communication skills

QUALIFICATIONS

• Bachelor’s degree in actuarial science, statistics or any related field