Financial Solutions Specialist

About the job Financial Solutions Specialist

Job Summary:

Key Responsibilities:

• Promote and sell life insurance and investment products to bank clients.
• Build relationships with bank staff to generate leads.
• Conduct financial needs analysis and offer suitable solutions.
• Provide after-sales support and ensure client satisfaction.
• Attend trainings and submit sales reports.
• Comply with all regulations and company policies.

Qualifications:

• Bachelors degree in Business, Finance, Marketing, or related field.
• At least 6 months experience in sales, banking, insurance, or customer service preferred.
• Strong communication, negotiation, and interpersonal skills.
• Self-motivated, goal-driven, and team-oriented.
• Willing to be assigned to bank branches.

What We Offer:

• C...