Sales Executive/Sales Associates (Insurance)

This is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.

• Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
• At least 6 months of relevant experience in financial services, sales, banking, or insurance.
• Excellent communication, interpersonal, and customer service skills.
• Results-oriented and motivated by a passion for helping people with their financial well-being.
• Willing to be deployed to an assigned bank branch location.
• Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).

• →Develop strong working relationships with bank personnel to drive client referrals and generate leads.
• →Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
• →Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
• →Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.