The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients.
Work closely with branch sales and service teams to provide innovative product solutions to address clients' protection, long-term savings and investment needs.
Strengthen the long-term relationships with clients by providing excellent customer service
Assists 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.