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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.
Job Description
Sales Planning & Activities
- Promote, introduce and market a range of Tokio Marine’s life‑insurance products to Bank’s customers (including Whole Life Plan, Endowment Plan, Medical Plan and Investment Linked Plan)
- Plan and strategize sales activities and participate in roadshows/campaigns organized by Bank/Region
Sales Management
- Maintain regular contact with existing customers to foster closer relationships and obtain referrals
- Develop clientele networking list and records of existing Bank’s customers and NTB customers for acquisition and increase customer PHR
- Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
- Comply with CPD hours and ensure completion rate of Customer Fact‑Find (CFF) forms
- Compliance with Bank’s policy, procedures and observe sales code of ethics
Staff Management