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About the role
Key responsibilities & impact- The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients.
- Work closely with branch sales and service teams to provide innovative product solutions to address clients' protection, long-term savings and investment needs.
- Strengthen the long-term relationships with clients by providing excellent customer service.
- Assists the Business Center in achieving sales goals and targets, including lead generation, lead conversion, account acquisition, account maintenance, repeat business, deepening and cross-selling of MCBL products.
- Prepares Monthly Sales Call Plans and Daily Sales Call Report to ensure that action plans, sales call results, client data, and other key information are properly recorded, reviewed and acted on.
Requirements
What you’ll need- Candidate must possess at least a Bachelor’s/College Degree
- Work experience in bancassurance sales is highly preferred for this position but those with sales and customer service experience gained from banking, transport, pharmaceutical, FMCG, hospitality and IT industries are also encouraged to apply.
Benefits
Comp & perks- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
ATS Keywords
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Soft Skills
customer servicerelationship managementsales skillslead generationlead conversionaccount acquisitionaccount maintenancecross-sellingcommunicationorganizational skills
Certifications
Bachelor’s Degree