
Financial Services Consultant
2 days ago
Role & responsibilities
- Liaise with bank branch staff and build effective relationships to maximize business opportunities
- Provide training and support to bank staff on insurance products to help generate new business
- Understand customer needs and recommend suitable life insurance products
- Assist in revenue generation by enabling bank staff to sell insurance
- Support bank staff in servicing existing customers and resolving queries
- Ensure business quality and prevent unauthorized/fraudulent transactions
- Preference for candidates willing to work across multiple locations.
Preferred candidate profile
- High energy individuals with a passion for sales and achieving targets.
- Willingness to work in a customer-facing role with adaptability for location mobility.
- Good interpersonal and communication skills.
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