The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients while working closely with branch sales teams
Job Summary
The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients while working closely with branch sales teams.
The role requires conducting market research, client mapping, and telesales activities to generate new business and deepen existing relationships.
Employees will be empowered to learn and grow their careers within a flexible environment that prioritizes well-being and inclusion as part of the global Manulife team.
Matching Summary
The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients while working closely with branch sales teams.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Life insurance and wealth management sales
Client relationship management and maintenance
Know-Your-Customer KYC procedures
Monthly sales call planning and reporting
Cross-selling and deepening client accounts
Nice-to-have
Self-driven and highly motivated mindset
Strong interpersonal and communication skills
Experience in bancassurance or banking sectors
Ability to work independently with drive
Collaborative approach with branch teams
Key Requirements
Bachelor's/College Degree required
Work experience in bancassurance sales preferred
Completion of mandatory compliance trainings
Adherence to customer protection and privacy policies