Bancassurance Financial Advisor
Full-time
Pan Asia Group
Qualifications: Associate Graduate or 2 years in college and at least have 2 years experience in Sales or Customer Service, any Sales Experience. Bachelor's Graduate and at least 1 year experience in Sales or Customer Service, Retail, Automotive and Medical Representative preferably in a financial institutions. Fresh graduates from business-related courses are welcome Strong communication skills in verbal and written format Displays positive values and a likable personality Willing to be assigned in an bank store (Onsite) Key Responsibilities: Sales & Productivity: Achieve monthly sales targets (policy count, premium volume, and persistency rates). Customer Engagement: Actively prospect within Bank's customer base, cross-selling and up-selling, and building long-term client relationships. Financial Planning: Conduct needs-based analysis to recommend suitable insurance, retirement, and investment solutions. On-site Collaboration: Work within bank branches, collaborating with bank staff to support clients. Relationship Management: Maintain high standards of customer service from application through to policy delivery and beyond. Benefits: Company Christmas gift Company events Opportunities for promotion Paid training Promotion to permanent employee
Vacancy posted a month ago
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