保险客户经理
职位描述
Responsibilities
- Introduce insurance products and financial solutions to customer through comprehensive financial planning, asset allocation analysis and financial gap identification
- Maintain/manage customer relationship, ensure consistent and superior customer experience.
- Strictly follow compliance requirements and internal sales regulations.
Requirements
- University degree or above.
- Good communication skills, warm service attitudes and proactive to work.
- Familiar with insurance law and regulations, insurance/investment products. With financial planning capabilities.
- Those familiar with corporate law, tax regulations and financial markets will be considered with priority.
- Those with AFP or CFP certification will be considered with priority.
- Minimum 2 years’ experience in wealth management with banks or financial planning with insurance companies.