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 for China Bank/Manulife
Domain
Banking and Insurance
Required skills
lead generation, account acquisition, account maintenance, cross-selling, sales presentations, 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, presentations, and market/competitor analysis; generate and convert leads; maintain client relationships and perform post-sales service; ensure compliance with regulatory requirements; facilitate payments; attend training and meetings.
Seniority
Individual Contributor