Financial Executive

Job Descriptions: 

• Responsible for marketing Bancassurance products at bank branches.
• To build relationships with bank customers for up-selling and providing professional personal financial advisory services.
• Engage in sales and marketing event at the bank (need to attend company roadshow on Saturday once a month).
• Provide follow up on the policy servicing services to customer, i.e. payment mode, change in plans, trustee appointment, top-ups.
• Provide financial protection advisory to customers.
• Help customers secure their financial future so they can focus on what’s important to them.
• Monthly customer leads & referrals are given for Financial Executive to fix appointment to meet customer.
• Perform cold-calling when there is no walk in customers / referrals provided.