The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients
Job Summary
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.
We’ll empower you to learn and grow the career you want, recognize and support you in a flexible environment where well-being and inclusion are more than just words.
Matching Summary
The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients.
Skills & Requirements
Must-have
Provide life insurance solutions
Provide wealth management solutions
Work closely with branch teams
Achieve sales goals and targets
Conduct client calls and presentations
Generate new account relationships
Maintain cordial working relations with clients
Nice-to-have
Independent mindset
Drive to succeed
Excellent customer service
Self-driven and highly motivated
Good interpersonal skills
Good communication skills
Key Requirements
Bachelor’s/College Degree
Work experience in bancassurance sales highly preferred
Sales and customer service experience from banking, transport, pharmaceutical, FMCG, hospitality and IT industries encouraged