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 accounts
Domain
Banking and Financial Services
Required skills
Lead generation, sales presentations, account maintenance, cross-selling, KYC procedures, CDD/EDD, payment collection, policy review, complaint escalation
Preferred skills
Self-driven, highly motivated, personable, strong interpersonal skills
Technologies
Workday Employee Self Service
Responsibilities
Conduct sales calls and presentations, generate new account relationships, perform account handling and maintenance, prepare sales call plans and reports, conduct market/competitor analysis, facilitate referrals, ensure compliance with regulatory requirements, conduct post-sales service, facilitate payment collections
Seniority
Individual Contributor, entry to mid-level