- Attend to all sales leads and customers’ enquiries
- Understands customer profiles and recommend suitable solutions to help fulfil customer’s financial needs
- Participate in Company’s customer acquisition and marketing activities
- Expand the firm’s customer base through referrals
- Build and maintain good relationships with new and existing customers to build a strong customer base
- Be well conversant with financial product and technical knowledge
- Be well abreast with financial and regulatory knowledge
- Implement customers’ request using in-house fulfilment platform
- Fulfil all mandatory training requirements
- Any other ad-hoc duties assigned
応募資格
[Must]
- At least 1-2 year of Sales related experience
[Advantage]
- Working experience in the Insurance/financial industry
- CMFAS certified