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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in life insurance and wealth management solutions, with a strong focus on client relationship management, sales strategies, and compliance with regulatory requirements. Proficient in lead generation, account maintenance, and delivering exceptional customer service.
Highest-signal resume keywords
Bancassurance Sales ExperienceClient Relationship ManagementLead Generation and ConversionCompliance with Regulatory RequirementsSales and Customer Service Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Life Insurance SolutionsWealth Management SolutionsKYC ProceduresCDD ProceduresEDD ProceduresSales PresentationsAccount AcquisitionDocumentary Requirements PreparationMarket and Competitor AnalysisFinancial Advice
Soft Skills
Interpersonal SkillsCommunication SkillsSelf-DrivenMotivatedPersonable
Industry Keywords
Customer ProtectionPrivacy ComplianceData HandlingPolicy ComplianceRegulatory RequirementsSales Call PlanningCross-SellingUpsellingPost-Sales ServiceClient Mapping
About the role
Key responsibilities & impact- Provide life insurance and wealth management solutions to China Bank’s clients
- Work with branch sales and service teams to provide product solutions for clients’ protection, savings and investment needs
- Strengthen client relationships through customer service
- Support sales goals through lead generation, conversion, account acquisition, maintenance, repeat business, deepening and cross-selling
- Prepare monthly sales call plans, daily sales call reports and other management reports
- Conduct client calls, sales presentations, market and competitor shopping, client mapping, telesales and on-site product presentations
- Generate, deepen and broaden account relationships and perform account handling and maintenance
- Prepare documentary requirements
- Promote and facilitate referrals of MCBL products and services
- Conduct KYC, CDD and EDD procedures according to client risk profiles
- Attend meetings, trainings, conferences and learning activities
- Complete HR System and other HR deliverables within deadlines
- Conduct policy reviews, financial advice, upselling, reselling, cross-selling and lead generation
- Provide post-sales service and escalate complaints in real time
- Facilitate collections through ADA, over-the-counter or cheque payments
- Conduct regular lead planning with the Branch Manager
- Perform other relevant tasks assigned from time to time
Requirements
What you’ll need- Candidate must possess at least a Bachelor’s/College Degree
- Work experience in bancassurance sales is highly preferred
- Sales and customer service experience from banking, transport, pharmaceutical, FMCG, hospitality or IT industries is accepted
- Self-driven and highly motivated
- Personable, with good interpersonal and communication skills
- Must comply with customer protection, privacy, data handling, compliance, policy and regulatory requirements
- Must complete mandated compliance trainings within the provided deadline
Benefits
Comp & perks- Flexible environment
- Well-being and inclusion support
- Equal opportunity employment
- Reasonable accommodation during the application process
- Learning and career growth support
- Employee recognition and support
- Global team environment