
Premier Life Consultant [Sunlife] – Ho Chi Minh City
Full time in Hot Job Search Today , in Sales - Business Development - Account Email JobJob Detail
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Job ID 19916
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Công ty NOUS BY SUNLIFE
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Địa điểm TP. Hồ Chí Minh
Job Description
Job purpose
Premier Life Consultant is the first line of service in a unique, high-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 frontline operation staff to ensure smooth transactions and a pleasure experience for customers.
Major Accountabilities
Financial advisory and sales
• Achieve the sales target assigned by the Branch Manager in compliance with the 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 a word-of-mouth approach
Customer Service
• Provide a one-stop service by offering customers financial solutions that meet customers’ multiple needs
• Build up rapport and maintain solid relationships with customers and internal operation staff to provide good customer service and holistic financial solutions when needed
• Follow the company’s procedures and local regulations in implementing transactions during the customer journey (customer onboarding, document submission, claim,..)
• Be accountable for handling customer’s inquiries while ensuring the committed turn-around time
Branding
• Be an active ambassador to promote a company, NOUS BY SUN LIFE, and personal brands across channels in a professional way
Others
• Other tasks/ projects assigned by manager
Specialized knowledge and skill
• 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 basic office software applications (Microsoft Office)
Other requirements:
• Good communication and interpersonal skills
• Good customer service skills
• Self-motivated and able to work under pressure
• Can-do attitude and willingness to learn & change behavior
• Be dynamic in networking and able to interact with people at different levels
Education and experience:
1. Education:
• Bachelor’s Degree, majoring in Banking, Business Administration, Marketing.…
2. Qualification:
• Preferably obtain some basic life insurance qualifications
3. Experience:
• At least one year experience in a sales position, especially in finance fields