Financial Sales Associate
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, client relationship management, KYC procedures, CDD/EDD, payment facilitation, policy review, complaint escalation
Preferred skills
Bancassurance sales experience, self-driven mindset, interpersonal skills, communication skills
Technologies
Workday Employee Self Service, ADA systems
Responsibilities
Conduct sales calls and presentations, generate new accounts, maintain existing client relationships, prepare sales plans and reports, perform KYC/CDD, facilitate payments, conduct post-sales service and policy reviews, attend training and meetings
Seniority
Individual Contributor