Insurance Sales Executive

Responsibilities

• Act as frontline life insurance sales staff in bank branch, selling life and health insurance products either in-branch sales or at customer's location
• Conduct financial needs analysis and identify customer's insurance needs; subsequently recommending life and health insurance products to best suit their needs
• Ensure sales targets are being met, while working closely with bank staff to optimize sales
• Build relationship and collaborate with bank staff to build a strong pipeline of insurance prospects/leads
• Work closely with sales manager and bank staff to identify opportunities to increase sales and customer retention
• Participate in joint visits to improve sales skills and drive performance
• Provide quality customer service and after-sales services to maintain customer relationships
• Ensure adherence to sales quality and compliance standards
• Prepare periodic reports to update sales manager on sales progress and opportunities for improvement in branches

Job Requirements:

Required Qualifications & Skills

• Bachelor's degree in business management, or in a related field
• Minimum 3 years of sales experience, preferably within the financial services industry
• Understanding of financial planning concepts and practices
• Sales and customer service-oriented mindset
• High-performer and target driven
• Excellent verbal/written communication & interpersonal skills
• Team player with excellent relationship building skills

Working Time:

9:00 AM ~ 5:00 PM

Moday ~ Friday

Saturday & Sunday closed

Job Benefits:

Employer details:

An Industry Leading Insurance Company

Salary:

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