Financial Sales Associate

The Financial Sales Associate provides life insurance and wealth-management solutions to bank clients and works with the branch’s sales and service teams to address protection, long-term savings, and investment needs. Responsibilities include conducting client calls and sales presentations, generating and converting leads, acquiring and maintaining accounts, deepening relationships, preparing sales plans and reports, ensuring timely documentary requirements, performing Know-Your-Customer and due diligence procedures, completing compliance trainings, and promoting cross-sell and upsell opportunities. The role emphasizes building long-term client relationships, delivering excellent service, and achieving sales targets through coordinated efforts with branch management and staff.