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About the Role
About the job Financial Solutions Specialist
Job Summary:
Key Responsibilities:
- Promote and sell life insurance and investment products to bank clients.
- Build relationships with bank staff to generate leads.
- Conduct financial needs analysis and offer suitable solutions.
- Provide after-sales support and ensure client satisfaction.
- Attend trainings and submit sales reports.
- Comply with all regulations and company policies.
Qualifications:
- Bachelors degree in Business, Finance, Marketing, or related field.
- At least 6 months experience in sales, banking, insurance, or customer service preferred.
- Strong communication, negotiation, and interpersonal skills.
- Self-motivated, goal-driven, and team-oriented.
- Willing to be assigned to bank branches.
What We Offer:
- C...
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