Financial Sales Associate

Makati Cityonsitejunior

Posted today · via Workday

About this role

Responsibilities: 1. Client Solutions: The Financial Sales Associate is responsible for delivering life insurance and wealth management solutions to clients of China Bank. This role involves close collaboration with branch sales and service teams to provide innovative product solutions that meet clients' protection, long-term savings, and investment needs. 2. Sales Support: Assist the Business Center in achieving its sales goals and targets. This includes lead generation, lead conversion, account acquisition, account maintenance, repeat business, and the deepening and cross-selling of MCBL products. 3.…

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1

Skills match

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2

Level fit

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3

Domain experience

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4

Recency

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5

Location fit

This role is based in Makati City. We weight your proximity and willingness to relocate.

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