Job Description

- Develop and expand sales of wealth management and insurance products through designated bank branches
- Cooperate closely with branches and individual decision-makers within to fully understanding products and services and their suitability to bank customer needs
- Understand competitor products to be able to demonstrate the strength of the company products
- Develop personal business plan for each designated bank branch, consistent with area objectives
- Identify and provide support needed (training, resources etc.) to deliver agreed targets
- Ensure product sold is appropriate to the customer's needs
- Ensure best practice in compliance and sales skills against agreed benchmarks
 

Who we are looking for

- Strong networking, relationship development and management skills
- Self-starter with strong time management and organization skills
- University graduate calibre
- Knowledge and proven experience in financial products and/or services particularly investment markets and mutual funds
- Minimum 3-year track record of meeting/exceeding sales targets
- Working knowledge of financial planning tools and usage in local market place
- Considerable experience in selling within bancassurance environment will be a strong asset
- Knowledge of local competitors (insurance and non-insurance companies)
- Spoken English