Financial Sales Associate
On-site
Core
Providing life insurance and wealth management solutions to bank clients, focusing on protection, long-term savings, and investment needs.
Role type
Financial Sales Associate (Bancassurance)
Builds
Life insurance policies, wealth management products, and client relationships for China Bank/Manulife
Domain
Financial Services / Bancassurance
Deliverable
product features
Required skills
lead generation, account acquisition, account maintenance, cross-selling, sales presentations, KYC procedures, customer due diligence, policy review, post-sales service, payment collection, market research, telesales
Preferred skills
bancassurance sales experience, self-driven mindset, high motivation, strong interpersonal skills