Financial Sales Associate

About the role

The Financial Sales Associate will deliver life insurance and wealth‑management solutions to the bank’s clients, working closely with branch sales and service teams. The role focuses on building long‑term client relationships and achieving sales targets through proactive outreach and cross‑selling.

Key responsibilities

• Provide life insurance and wealth‑management products to meet clients’ protection, savings, and investment needs.
• Collaborate with branch sales and service teams to design innovative product solutions.
• Generate and convert leads, acquire new accounts, and maintain existing relationships.
• Prepare and submit monthly sales call plans, daily call reports, and other management reports.
• Conduct client calls, sales presentations, telesales, and on‑site product demonstrations.
• Perform KYC, CDD/EDD procedures and ensure compliance with privacy and regulatory requirements.
• Support the Business Center in meeting sales goals, including cross‑selling MCBL products.
• Attend trainings, meetings, and conferences as required.

Required profile

• Dynamic, independent mindset with a strong drive to succeed.
• Excellent customer service orientation and relationship‑building skills.
• Ability to work collaboratively with branch teams and adapt to changing sales targets.
• Strong attention to detail and compliance awareness.

Required skills

What we offer

• Opportunity to work with a leading bank’s insurance and wealth‑management portfolio.
• Professional development through trainings and certifications.
• Collaborative environment with clear career progression paths.