"As a
marketing and product development actuary with two decades of being responsible
for all the marketing of 3 different insurance companies,
followed by more than a decade of experience in marketing and selling products
as a registered Financial Services Provider for my own account, I bring a
unique, well-balanced perspective to helping organisations make their
marketing of financial services products more effective and more profitable."
In
particular, I can assist in
- making
the sales and marketing operations highly aligned with strong agreement on
target profiles and actionable issues, under the overall marketing plan
- identifying
market needs and supporting brokers, agents and corporate clients with targeted,
innovative, unique niche products that both satisfy these needs and are very profitable
- optimising
direct marketing profit through the practical application of
statistical methods, testing strategies, credit bureau scoring and
other segmentation methods to improve response, conversion ands
persistency rates - recognising that there is a real mathematics of direct marketing that can be applied to dramatically improve profits
- understanding
the less well known distribution channels, such as voluntary group
selling, networking, websites, retailers, bankassurance, etc. and
making these more profitable, where applicable
- developing and marketing unique low cost
insurance products (Microinsurance and/or product enhancements and add-on’s) to
schemes and individuals in niche markets
- marketing across different industries such as life insurance, short term insurance and banking (unsecured personal loans)
- also
improving persistency (which has a major impact on marketing and sales
results) through scoring, direct marketing and profiling.
|