
Financial Sales Associate
4 weeks ago
The Financial Sales Associate is responsible for providing life insurance solutions to the bank's clients. He/she will work in coordination with the branch, sales, and service teams. We are looking for a dynamic individual with an independent mindset and a drive to succeed.
Position Responsibilities:
- Provide life insurance and wealth management solutions to clients.
- Collaborate closely with branch sales and service teams to offer innovative products that meet clients' protection, savings, and investment needs.
- Build and maintain long-term client relationships through excellent customer service.
- Assist the Business Center in achieving sales targets, including lead generation, conversion, account acquisition, maintenance, and cross-selling of products.
- Prepare Monthly Sales Call Plans and Daily Sales Call Reports; review and adjust plans with managers; conduct client calls and presentations.
- Generate new accounts, deepen existing relationships, and handle account management to improve profitability.
- Maintain good relations with clients by promptly addressing their financial needs.
- Prepare necessary documentation for clients.
- Conduct market research, client mapping, telesales, and on-site presentations, sometimes jointly with the Branch Manager.
- Promote referrals of products and services to clients.
- Perform KYC, CDD, and EDD procedures according to client risk profiles.
- Check and respond to daily email communications.
- Attend meetings, trainings, and conferences as required.
- Comply with HR system requirements and complete all mandated trainings on time, adhering to all regulatory and company policies.
- Conduct policy reviews and provide financial advice to enhance customer experience and generate leads.
- Provide post-sales service and escalate complaints appropriately.
- Facilitate collections through various payment methods.
- Plan leads regularly with the Branch Manager to generate quality sales opportunities.
- Perform other relevant tasks as assigned.
Required Qualifications:
- Bachelor’s degree or higher.
- Experience in bancassurance sales is preferred, but candidates with sales and customer service experience in banking, transport, pharmaceuticals, FMCG, hospitality, or IT industries are encouraged to apply.
Preferred Qualifications:
- Self-driven and highly motivated.
- Good interpersonal and communication skills.
Joining Our Team:
- Opportunities to learn and grow your career.
- A flexible, inclusive environment that supports well-being.
- Support from a global team to shape your future.
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