Financial Sales Associate

Overview

The Financial Sales Associate is responsible for providing life insurance solutions to bank's clients. He/she will work in coordination with branch Sales and Service teams, and we are looking for a dynamic individual with an independent mindset and drive to succeed.

Responsibilities

• 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 long-term relationships with clients by providing excellent customer service.
• Assist 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.
• Prepare Monthly Sales Call Plans and Daily Sales Call Reports to ensure action plans, sales call results, client data, and other key information are properly recorded, reviewed and acted on. Regularly review and adjust plans with the Area and Branch Manager. Conduct client calls, sales presentations, and other sales activities. Prepare other reports required by Management.
• Generate new account relationships, deepen and broaden existing relationships, and perform account handling and maintenance tasks to improve account profitability and expand business.
• Maintain cordial working relations with clients by ensuring timely and expeditious handling of clients' financial needs and requirements.
• Prepare and ensure availability of documentary requirements.
• Conduct market/competitor shopping, client mapping, telesales, sales calls, and on-site product presentations for new business acquisitions, sometimes jointly with the Branch Manager.
• Promote and facilitate referrals of MCBL products and services to existing and prospective clients.
• Conduct proper Know-Your-Customer (KYC) procedures and Customer Due Diligence (CDD) / Enhanced Due Diligence (EDD), depending on client's risk profile.
• Ensure daily email communications are checked and attended to.
• Attend meetings, trainings, conferences and related learning activities as required by immediate head and/or management.
• Comply with all HR System requirements and other HR deliverables within deadlines provided.
• Complete mandated compliance trainings within deadlines. Adhere to customer protection, privacy, data handling and other compliance, policy and regulatory requirements. Compliance training includes Product Trainings, Product Orientation, promo cascades, and related activities geared toward product knowledge.
• Conduct policy reviews to provide quality customer experience through updates and financial advice to clients to upsell, resell, cross-sell, and/or generate leads. Policy reviews and after-sales service are essential for customer satisfaction and driving more business and referrals.
• Conduct post-sales service to all clients and real-time escalation of complaints to concerned units.
• Facilitate collection via ADA, over-the-counter or cheque payments.
• Conduct regular leads planning with the Branch Manager to generate quality sales leads.
• Other relevant tasks that may be assigned from time to time.

Qualifications

• Candidate must possess at least a Bachelor's/College Degree.
• Experience in bancassurance sales is highly preferred; those with sales and customer service experience in banking, transport, pharmaceutical, FMCG, hospitality and IT industries are encouraged to apply.

Preferred Qualities

• Must be self-driven and highly motivated.
• Personable, with good interpersonal and communication skills.

What You'll Experience

• 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.
• As part of our global team, we'll support you in shaping the future you want to see.

About Manulife and Heng Kang

Manulife Financial is a leading international financial services company dedicated to helping people achieve easy investing and financial planning for a prosperous life. For more information, please visit the site at https://www.manulifeim.com/institutional/tw/en.

Equal Opportunity Employer

Manulife and Heng Kang embrace diversity and are committed to inclusive hiring. We provide equal opportunity in recruiting, retaining, promotion, and compensation, and we do not discriminate based on race, color, religion, sex, national origin, age, disability or any other status protected by applicable laws. If you require assistance during the recruitment process, please contact recruitment@manulife.com.

Working Arrangement: Office-based

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