Responsibilities
- Collaborate with Relationship Manager in Branch to provide insurance planning services to customers/Outbound Calls
- Maintain good relationship with existing customer and develop potential client base
- Engage appointments to cross-sell insurance products and close deals
- Comply with Banking policies and procedures.
Requirement
- At least 3 years relevant experience
- Extensive knowledge on insurance products and services
- Good communication, interpersonal and selling skills
- Passed IIQE Paper 1, 2, 3
- Fluent mandarin speaking is definitely an advantage