Description

The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients. Supports MCBL’s objectives through lead generation and conversion of MCBL products.

Responsibilities:

Client Solutions: The Financial Sales Associate is responsible for delivering life insurance and wealth management solutions to clients of China Bank. This role involves close collaboration with branch sales and service teams to provide innovative product solutions that meet clients' protection, long-term savings, and investment needs. Sales Support: Assist the Business Center in achieving its sales goals and targets. This includes lead generation, lead conversion, account acquisition, account maintenance, repeat business, and the deepening and cross-selling of MCBL products. Sales Planning and Reporting: Prepare Monthly Sales Call Plans and Daily Sales Call Reports to ensure that action plans, sales c...