Financial Sales Associate

Financial Sales Associate responsible for providing life insurance and wealth management solutions to bank clients, working with branch and sales/service teams to address clients’ protection, long-term savings and investment needs. Responsibilities include conducting client calls and sales presentations, lead generation and conversion, account acquisition and maintenance, deepening and cross-selling MCBL products, preparing monthly sales call plans and reports, ensuring accurate documentation and KYC/CDD/EDD procedures, compliance training, and post-sales service to enhance client relationships. The role emphasizes building cordial client relationships, delivering financial guidance, and upselling/referring products to existing and prospective clients, while complying with privacy, data handling, and regulatory requirements.