Financial Portfolio Manager

AIA

University degree required
1-2 years sales experience
Understanding of financial planning concepts
The role involves acting as frontline life insurance sales staff in bank branches to sell life and health insurance products

Job Summary

  • The role involves acting as frontline life insurance sales staff in bank branches to sell life and health insurance products.
  • Candidates will conduct financial needs analysis to identify customer insurance needs and recommend suitable products.
  • The position requires building strong relationships with bank staff to optimize sales and maintain a pipeline of prospects.

Matching Summary

The role involves acting as frontline life insurance sales staff in bank branches to sell life and health insurance products.

Skills & Requirements

Must-have

  • University Degree required
  • 1-2 years sales experience
  • Understanding of financial planning concepts

Nice-to-have

  • Sales and customer service-oriented mindset
  • High-performer and target driven
  • Excellent verbal written communication skills

Key Requirements

  • University Degree
  • 1-2 years of sales experience
  • Experience in financial services industry preferred

Work Rights

Not specified

Tailored Resume

Cover Letter