Financial Sales Associate

Overview

The Financial Sales Associate is responsible for providing life insurance solutions to bank clients and works in coordination with branch sales and service teams. This role requires an independent mindset and a drive to succeed.

Position Responsibilities

• Provide life insurance and wealth management solutions to China Bank’s clients.
• Work closely with branch sales and service teams to provide innovative product solutions addressing clients’ protection, long‑term savings and investment needs.
• Strengthen long‑term relationships with clients by providing excellent customer service.
• Assist the Business Center in achieving sales goals and targets, including lead generation, lead conversion, account acquisition, account maintenance, repeat business, deepening and cross‑selling of MCBL products.
• Prepare Monthly Sales Call Plans and Daily Sales Call Reports to ensure that action plans, sales call results, c...