Job Summary

Assist Bank Partner in achieving business targets.

Roles and Responsibilities

·         Assist department and bank branches in achieving business targets on assigned segments

·         Achieve pre-set business targets on AFYC, case count, active branch, active sales staff and various KPIs for designated branches/district.

·         Provide on-going training bank’s frontline staff, including product, sales technique, prospecting, objection handling and sales operation and process, etc.

·         Provide appointment calling skill training through call monitoring findings.

·         Provide Pre-sales preparation for coming appointments

·         Provide support on operations and application processing, and answer enquiries from bank’s frontline staff.

·         Build up and maintain solid relationship and rapport with banks’ district managers, branch managers and all frontline staffs.

·         Monitor the sales momentum on sales staff and branch level. Provide targeted coaching to uplift sales productivity.

·         Communicate all marketing and sales programs to bank’s frontline staff and ensure the awareness and participation.

·         Execute compliance duties with regulatory and our company’s Code of Conduct, Complaints Handling Procedures, Customer Privacy Policy and PRC Guidelines

·         Build and develop good relationship with bank staff to achieve the business goals

Job Requirements

·         University graduate with at least 10 years’ insurance sales experience, preferably with Commercial banking frontline experience

·         Relevant experience on coaching and training bank’s sales staff on insurance is highly preferred.

·         With Insurance Intermediaries Qualification Papers 1, 3 & 5 and SFC (Type 1 & 4) licensed.

·         Good spoken English and Chinese

·         Good communication and inter-personal skills

·         Self-motivated and able to work under pressure