Vfm(台中)

Prudential Assurance UK

Taichung City, Taiwan
On-site
Supervise multimedia marketing staff
Conduct pre-sale kyc assessments
Ensure product suitability
Prudential Assurance UK is seeking a Vfm (Virtual Financial Manager) in Taichung City, Taiwan, to lead a team of multimedia marketing personnel, ensuring compliance with sales processes and enhancing team performance. The ideal candidate should have a strong background in financial sales and management, with specific qualifications in insurance and investment products

Job Summary

  • Supervise multimedia marketing staff in implementing operational guidelines, conducting pre-sale KYC assessments, ensuring product suitability, controlling the sales process, managing post-sale services, assessing and training on risk points, and coordinating sales dispute resolution.
  • Conduct daily sales skill drills and provide training and guidance to multimedia marketing staff to improve performance target achievement.
  • Allocate customer resources appropriately according to company policy and regularly track business activities and performance to achieve annual team goals.

Matching Summary

Match Score: 85

Prudential Assurance UK is seeking a Vfm (Virtual Financial Manager) in Taichung City, Taiwan, to lead a team of multimedia marketing personnel, ensuring compliance with sales processes and enhancing team performance. The ideal candidate should have a strong background in financial sales and management, with specific qualifications in insurance and investment products.

Skills & Requirements

Must-have

  • Supervise multimedia marketing staff
  • Conduct pre-sale KYC assessments
  • Ensure product suitability
  • Control sales process
  • Manage post-sale services
  • Assess and train on risk points
  • Coordinate sales dispute resolution

Nice-to-have

  • Foster team collaboration
  • Enhance performance targets
  • Support career ambitions
  • Celebrate diversity and inclusion

Key Requirements

  • University (or above) degree
  • Life insurance salesperson qualification
  • Investment-linked or foreign currency policy sales qualification
  • At least 2 years of wealth management product sales experience
  • At least 2 years of face-to-face sales experience
  • At least 3 years of financial insurance industry sales management experience

Work Rights

Not specified

Tailored Resume

Cover Letter