Principal Responsibilities
- Drive sales performance of frontline sales to achieve overall sales targets assigned for insurance products.
- Identify basic needs of customers and sell insurance products upon referrals from (T)RM or other channels.
- Participate various branch initiatives, including seminars and campaigns, to maximize insurance coverage and penetration to Bank customer base.
- Assist branches to resolve insurance related enquiries and complaints.
- Provide professional support and service to sales staff and customers through joint sales calls.
- Provide regular and timely feedback to product taskforce team on customer acceptability on insurance products, services and sales issues.
- To strictly follow Bank policies and procedures and be fully compliant.
- To follow OM for detailed procedures of the delegated duties assigned above.

Education and Relevant Experience
- Diploma or above, bachelor preferred.
- At least 3 years’ experience in Insurance industry and with 2 years’ solid sales experience related to insurance business.
- Possess excellent knowledge of insurance product trends and competitive activities and be able to react and identify opportunities in response to the changing landscape.
- Good communication and problem-solving skill.
- Understand English.
- Proficient in Excel, PowerPoint, Word, etc.

Functional / Technical Competencies
- Achieve the sales target of both personal and branch paired.
- Ensure the insurance sales activities of the responsible branches to attain required professional sales and service standard.