Finance Business Development Executive - Bancassurance (Banking Industry)

Salary undisclosed

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Responsibility:

Sales and Lead Management
Leverage provided warm leads to engage potential clients, identify their needs, and offer personalized insurance solutions.
Drive sales of bancassurance products through targeted client engagement, ensuring customers understand the benefits of these financial solutions.
Consistently meet or exceed individual and team sales targets.
Customer Engagement and Education
Engage with bank customers both in person and through follow-up on warm leads, educating them on insurance as a key component of financial security.
Conduct financial needs assessments to recommend suitable insurance products based on customer profiles.
Collaboration and Relationship Management
Collaborate with bank staff to maximize sales opportunities and deliver a seamless client experience.
Build and maintain strong relationships with bank branches to enhance customer reach.
Compliance and Reporting
Ensure all sales activities comply with regulatory standards and internal policies.
Maintain accurate records of sales activities, client interactions, and follow-up actions.

Requirements:

Education: Diploma or bachelor’s degree in finance, Business, Insurance, or related field.
Experience: Minimum 2-3 years of experience in financial sales, bancassurance, or related field. Previous experience in a banking environment is an asset.
Proficiency in Mandarin and English to engage with a diverse client base.
Strong communication and interpersonal skills.
Goal-oriented with a proven track record of meeting sales targets.
Knowledge of insurance products and financial planning concepts.

Benefits: