Supervise multimedia marketing personnel to implement operational guidelines, conduct pre-sale KYC assessments, ensure sales product suitability, control sales processes, provide after-sales service, conduct risk assessment training, and coordinate sales dispute cases
Job Summary
Supervise multimedia marketing personnel to implement operational guidelines, conduct pre-sale KYC assessments, ensure sales product suitability, control sales processes, provide after-sales service, conduct risk assessment training, and coordinate sales dispute cases.
Conduct daily sales skill drills and provide training and guidance to subordinate 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
Supervise multimedia marketing personnel to implement operational guidelines, conduct pre-sale KYC assessments, ensure sales product suitability, control sales processes, provide after-sales service, conduct risk assessment training, and coordinate sales dispute cases.
Skills & Requirements
Must-have
Sales process control
Risk assessment training
Customer resource allocation
Team performance tracking
Nice-to-have
Diversity and inclusion
Career ambition support
Connect, Grow, Succeed culture
Key Requirements
University (or above) degree
Life insurance salesperson qualification
Investment 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 related sales management experience