Financial Sales Associate

Overview

The Financial Sales Associate is responsible for providing life insurance solutions to bank’s clients. He/he will work in coordination with branch, Sales and service teams, thus we are looking for a dynamic individual, who has an independent mindset and the drive to succeed.

Position Responsibilities

• 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.

• Strengthen the long-term relationships with clients by providing excellent customer service

• Assists the Business Center in achieving sales goals and targets, including lead generation, lead conversion, account acquisition, account maintenance, repeat business, deepening and cross-selling of MCBL products. ...