61 Identify business opportunities and proposing product to suitable customer as thus contributes to WPB revenue.
61 Joint call with RM to meet customer to help fulfill customer needs already identified by insurance products
61 Handle relevant after sales service to customer for all of in force insurance policy i.e policy service or related insurance enquiry
61 Lead or facilitate customer to identify needs for financial protection
61 Provide with customer relevant knowledge or information relevant to his or her future financial security with peace of mind
61 Responsible for local seminar delivery with various topics of wealth protection
61 Drive insurance sales activity within outlet by RM in conjoint with SBM
61 Lead routine training and role play among sales staff to build up skill level for insurance selling
61 Highly recognized by frontline staff
61 Ensure all compliance and control measures relevant are undertaken
61 Conduct operational risk management to minimize risk exposure of the bank

任职资格
61 Bachelor's degree in a related discipline or other relevant qualifications;
61 Minimum of four years' insurance experience, preferably with bancassurance;
61 Good communication skills;
61 Strong self-motivation, outgoing personality and ability to work independently and under pressure;
61 Proficiency in both English and Chinese, with good knowledge of PC application software; CET level 6 certificate holder.