About the Job
Key responsibilities:1. Generate leads from in-branch lead generators, bank customer database & walk-in customers
2. Make appointments, explore the customer's financial needs in life-related investment and insurance needs areas, select appropriate products to meet these needs from the company's product range, gain customer agreement to purchase, and accurately complete sales documentation
3. Build a good customer base in order to explore opportunities to cross-sell & up-sell
4. Obtain referrals to further prospects where appropriate.
5. Facilitate completion of medical reports & ensuring the prompt issue of policy documents
6. Adhere to the company sales process and submit various reports timely
Number of Openings
10 openingsPerks of this Jobs
Life insurance
Skills
Client Relationship Management (CRM), Lead Generation, Adaptability, Effective Communication
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