Job Summary

• Supervise multimedia marketing personnel to implement operational guidelines, conduct pre-sale KYC assessments, ensure product suitability, control sales processes, provide after-sales service, conduct risk assessment training, and coordinate sales dispute cases.
• Conduct daily sales technique drills and provide training and guidance to multimedia marketing personnel to improve performance target achievement rates.
• Properly allocate customer resources according to company policy and regularly track business activity and performance.

Matching Summary

Skills & Requirements

Key Requirements

• University (or college) degree or above
• Life insurance salesperson qualification
• Investment-linked or foreign currency policy sales qualification
• At least two years of wealth management product sales experience
• At least two years of face-to-face sales experience
• At least three years of financial insurance industry sales management experience

Work Rights