Financial Sales Executive/Bancassurance Sales Executive
Full-time
Q2 HR Solutions
Daily Sales Activities
· Carry out continuous lead generation activities
· Set appointments, whether over the phone or
face-to-face
· Conduct financial needs analysis and recommend
customized solutions
· Prepare documents of customers and submit
applications
· Strengthen customer relationship through after
sales servicing
Relationship Management
· Build a long-term relationship with the bank
partner
· Engage the bank partner to be active referrers
· Promote reciprocity by referring customers to
the bank for a loan or savings/checking account Inform and update branch of
daily activities, branch performance, status of referrals
Professional Development
· Complete the Onboarding Program encompassing
technical and soft skills (Products, Sales Process, Distributor Tools)
· Attend advance training offerings and
designation programs
· Get accredited to run customer events, whether in-branch or offsite
Vacancy posted 7 days ago
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