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Sales Manager, Bancassurance
Job summary
A leading financial institution is seeking a motivated individual to promote life-insurance products to its customers. The candidate will plan and strategize sales activities, maintain regular contact with customers, and develop a networking list to acquire new clients. Collaboration with management on sales promotions is essential. This role demands strong sales techniques and effective communication skills.
Qualifications
- Ability to promote financial products effectively.
- Experience in sales and customer management.
- Strong interpersonal and communication skills.
Responsibilities
- Promote Tokio Marine's life-insurance products to Bank's customers.
- Plan and strategize sales activities.
- Maintain contact with existing customers for referrals.
- Develop networking list to increase clientele.
- Work closely with management on sales activities.
Skills
- Promote, introduce and market a range of Tokio Marine's life-insurance products to Bank's customer (including Whole Life Plan, Endowment Plan, Medical Plan and Investment Linked Plan)
- Plan and strategize sales activities and participate in roadshows/ campaigns organized by Bank/Region
- Maintain regular contact with existing customers to foster closer relationship and for referrals
- Develop clientele networking list and records of existing Bank's customer and NTB customers for acquisition and increase customer PHR
- Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
- Comply with CPD hours and to ensure completion rate of CFF forms
- Compliance to Bank's policy, procedures and observe sales code of ethics
- Provide guidance and motivate PB Banca on prospecting to sales techniques and to coach them for peak performance
- Periodic briefing and update on promotions, campaigns and products to PB Banca
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.