About the role
The Treasures Bancassurance Specialist works with branch teams to provide insurance and investment solutions to affluent clients, managing sales portfolio and strengthening client relationships.
BankingOnsite
Key Responsibilities
- Work closely with the branch sales and service teams to provide innovative product solutions to address customers' retirement planning, savings and financial protection needs
- Manage the branch sales portfolio, promotions and campaigns
- Strengthen long-term relationships with our customers by providing excellent customer service
Requirements
- Diploma or Degree holder with at least 6 years of sales experience
- Knowledge of Financial Planning will be beneficial
- Strong presentation and selling skills
- Excellent communication and interpersonal skills