Financial Sales Associate

Overview

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

Responsibilities

• The Financial Sales Associate provides life insurance and wealth management solutions to China Bank's clients.
• Work closely with branch sales and service teams to provide innovative product solutions addressing clients' protection, long-term savings and investment needs.
• Strengthen long-term client relationships by delivering excellent customer service.
• Assist 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.
• Prepare Monthly Sales Call Plans and Daily Sales Call Reports to...