Financial Sales Associate

Job Description

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.
• Assist 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.

Qualifications

• Candidate must possess at least a Bachelor’s/College Degree.
• Work experience in bancassurance sales is highly preferred, but those with sales and customer service experience gained from banking, transport, pharmaceutical, FMCG, hospitality and IT in...