- 経験
- どれでも
- 給料
- —
- 求人情報
- 1
- 投稿済み
- 5時間前
- 作業モード
- 在任中
- 再開する
- 応募必須
勤務地
仕事内容
Roles and Responsibilities
- Initiate and conduct daily sales calls aimed at financial planning consultations with clients.
- Secure customers and achieve the targeted premium amounts.
- Provide comprehensive product information to customers.
- Track and act upon prospect and customer leads supplied by the company to generate new business or cross-selling possibilities.
- Promote cross-selling and upselling of products among existing customers while building their portfolios.
- Maintain customer relationships to guarantee persistence and timely policy renewals.
- Comply with all sales processes, operational procedures, underwriting and compliance standards; ensure precise data recording.
- Meet all sales and distribution, as well as financial key performance indicators established for the position.
- Follow the prescribed sales methodology alongside Anti-Money Laundering (AML), Know Your Customer (KYC) protocols, corporate conduct codes, and company regulations.