Collaborate with RMs or branch sales staff or New Business teams to provide professional insurance planning services and pre-sales information, meet potential customers and answer complex insurance enquires.
Analyze customers’ financial situation and identify their financial needs recommend relevant products and structure solutions to best suit their needs.
Provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
Work closely with RMs or branch sales staff or New Business teams to optimize the sales results.
Maximize business opportunities to achieve predictable sales targets / business goals.
Coaching RMs for knowledge development
Degree level qualification
Sufficient relevant experience of working in a sales environment
Sufficient relavant knowledge of insurance products
Strong written and verbal communication skills