Job Description
Job Highlights
- Attractive remuneration package and employee benefits
- Excellent career advancement opportunity
- A vibrant and fast-paced working environment
As a Unit Trust Sales Representative, you will have the chance to develop your selling and customer service skills in a fast-paced and dynamic environment.
Responsibilities
- Assisting clients to establish their investment objective and promoting Unit Trust products according to their own risk profile.
- Promoting other financial planning products (Bancassurance, Will Writing, Dual Currency and Deposit) to prospective customers and assisting them to meet their short term and long term financial goal.
- Performing daily calling from leads provided to secure sufficient daily sales appointments.
- Establishing good relationships with branch staff and other departments to encourage strong referrals for continuous business generation. <...