Job Detail
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Career Level Entry-level
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Experience Fresh
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Qualifications Diploma
Job Description
Help Bank customers to financially plan for their future through wealth protection, accumulation and distribution.
- Responsible to sell and marketing Bancassurance products at Partner Bank’s branches (nation-wide)
- Perform prospecting, cold calling, qualifying customers, setting appointments and provide financial advisory service to customer
- Work with branch colleague to convert leads referral into sales closure.
- To build relationships with bank customers and strengthen rapport for subsequent up-selling
- Engage in sales and marketing event at the bank to acquire new customer.
- Provide follow up on the policy servicing services to customer, i.e. payment mode, change in plans, trustee appointment, top-ups.