Unit Trust Sales Representative

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. <...