PREMIER LIFE CONSULTANT (Chuyên Viên Tư Vấn Khách Hàng Cấp Cao.)
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Hồ Chí Minh
Đa ngành nghề
Sales, Business Development, Account
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vị trí: 5
Đăng 7 tháng trước
Kỹ năng yêu cầu
Mô tả công việc
Premier Life Consultant is the first line of service in a unique, hi-end and financially credible center providing one-stop service to Sun Life’s existing and potential VIP customers. The daily activities of Premier Life Consultant include insurance advisory, lead generation, sales commitment, branding and coordinating with front line operation staffs to ensure smooth transaction and pleasure experience to customer.
Financial advisory and sales
Financial advisory and sales
- Achieve sales target assigned by Branch Manager in compliance with company’s process and local regulations
- Generate new sales by seeking and providing professional financial consultancy to individual customers on need-based
- Explore up-sales/cross-sales opportunities from existing walk -in customers based on their unfilled needs
- Actively generate sales leads to build up customer database through various sales/business development activities/ channels
- Act as a life partner of the customers in tailoring the advisory with word-of-mouth approach
- Provide a one-stop service by offering customers financial solutions that met customers’ multiple needs
- Build up rapport and maintain solid relationship with customers and internal operation staff to provide good customer service and holistic financial solutions when needed
- Follow company’s procedures and local regulations in implementing transactions during customer journey(customer onboarding, document submission, claim,..)
- Be accountable to handle customer’s enquiry while ensuring the committed turn-around time
- Be an active ambassador to promote company, NOUS BY SUN LIFE and personal brands across channels in a professional way
- Other Tasks/projects assigned by manager
Yêu cầu công việc
Job Requirement
Specialized knowledge and skill
Education:
Work address: 102C Nguyen Van Cu, Nguyen Cu Trinh Ward, District 1, Ho Chi Minh City
- Selling and advisory skills
- Process & system oriented
- Diversified knowledge/working experience in banking, insurance, investment, hospitality, education, beauty, art & culture
- English proficiency (intermediate and above)
- Proficient in basis office software application (Microsoft Office)
- Good communication and inter-personal skills
- Good customer service skill
- Self-motivated and able to work under pressure
- Can-do attitude and willing to learn & change behavior
- Be dynamic in networking and able to interact with people at different levels
Education:
- Bachelor’s Degree, majoring in Banking, Business Administration, Marketing.…
- Preferably obtain some basic life insurance qualifications
- At least one-year experience in sales position, especially finance fields
- Total number of direct reports:0
- Total number of staff managed (direct and indirect):0
Work address: 102C Nguyen Van Cu, Nguyen Cu Trinh Ward, District 1, Ho Chi Minh City
Việc làm liên quan
PREMIER LIFE CONSULTANT (Chuyên viên tư vấn khách hàng cấp cao.)
Nous By Sun Life Support-1718763018
7 tháng trước
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