Financial Sales Associate

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.

Prepares Monthly Sales Call Plans and Daily Sales Call Report to ensure that action plans, sales call results, client data, and other key information are properly recorded, reviewed and acted on.

Regularly reviews and adjusts plans with the Area and Branch Manager.

Conducts client calls, sales presentations, and other sales activities.

Prepares other reports required by Management.

Generates new account relationships, deepens and broadens existing relationships, and performs account handling and maintenance tasks to improve account profitability and expand business.

Maintains cordial working relations with clients by ensuring the timely and expeditious handling of clients' financial needs and requirements.

Prepares and ensure availability of documentary requirements.

Conducts market / competitor shopping, client mapping, telesales, sales calls, and on-site product presentations for new business acquisitions, sometimes jointly with the Branch Manager.

Promotes