Bancassurance

Chi tiết - Bancassurance

Bancassurance

  • Industry: Financial Services
  • Form of work: Fulltime
  • Field: Sales
  • Posted date 17/02/2023
  • Location: Ho Chi Minh
  • Expired date: 17/03/2023

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CONTACT

Company Contacts:

Person in charge:

RESPONSIBILITIES

  • Obtain the Certificate of Insurance Business Operation issued by the Ministry of Finance as well as the Certificate of Insurance Product Consulting issued by the company.
  • Exploit the Bank’s existing potential and priority customers to advise customers on financial plans, solutions and insurance programs of the company.
  • Directly develop individual customer sources from the professional units of partner banks or external markets.
  • Complete all necessary documents for Insurance Requests, support Examination and Appraisal… and hand over Insurance Contracts to Customers.
  • Be the first contact point for customers to contact when insurance-related needs arise.
  • Directly provide and support after-sales services according to the regulations and policies of the company and partner banks to develop new customers from old customers.
  • Store and update daily/weekly/monthly reports on sales results/customer referrals from partner banks or self-exploitation.
  • Strictly comply with the policies and regulations of the company as well as the partner bank regarding:
    – Information security and customer privacy.
    – Comply with the Service Quality Agreements between the company and the partner bank.
    – Comply with the sales process, issuance of insurance contracts agreed upon by both parties.
  • Attend and complete all training courses organized by the company.

REQUIREMENTS

  • College degree or higher.
  • 6 months – 1 year of experience in finance and banking.
  • Good communication skills (speaking – writing – presentation), good-looking and professional appearance.
  • Team spirit, relationship building and listening skills.

BENEFITS

  • Fixed monthly income and attractive sales-based income.
  • Attractive monthly/quarterly/annual commission bonuses based on sales.
  • Career development and personal capacity to management positions.
  • Honor, reward and domestic/foreign travel (when meeting the required conditions).
  • Participate in professional online and offline skill training classes of the company.
  • Be managed by a manager with many years of experience in the industry, trained and guided during the initial period of integration into the new job and environment…

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