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
Life insurance solutions
Wealth management solutions
Client relationship management
Sales goal achievement
Lead generation and conversion
KYC and CDD/EDD procedures
Nice-to-have
Independent mindset
Drive to succeed
Excellent customer service
Flexible work environment
Inclusion and well-being
Key Requirements
Bachelor’s/College Degree
Work experience in bancassurance sales preferred
Sales and customer service experience from banking, transport, pharmaceutical, FMCG, hospitality and IT industries encouraged