Job Tư vấn tài chính

Job description

• Coordinate and motivate sales staff from the bank to reach customers, advise and introduce appropriate financial solutions, health and insurance programs to potential customers.
• Maintain and develop relationships with customers, support, guide and provide thoughtful customer care. Carry out requests for settlement of insurance benefits, payment of renewal fees, up-selling, cross-selling.
• Record potential customer information on the system, monitor and update consulting and customer care progress for direct managers and bank branches.
• Coordinate with the Manager directly to come up with ideas and participate in building business plans in each phase. Follow the business plan according to weekly, monthly, quarterly progress and report to Management.
• Update new information about products, processes, Emulation and promotional programs to coordinate with Bank Staff to serve customers together.
• Participate fully in the Company's training programs to improve knowledge and skills.

Candidate requirements

• Graduated from College, University or higher.
• Age from 25 years old to 40 years old
• Experience & achievements: minimum 02 years of experience selling Life Insurance products in the Agency channel. Priority is given to candidates who have achieved MDRT, Top performer or good sales titles at the Company level.
• Skills for exploiting financial needs: skills to perform financial consulting, create long-term financial protection plans for individuals and families
• Systematic working skills: experience in coordination in a disciplined working environment; Work according to procedures and report periodically.
• Customer-oriented thinking: putting customer interests first, knowing how to build trust and long-term relationships.
• Spirit of cooperation and learning: forward thinking, willing to learn how to work in new environments.
• Compliance with professional ethics: have an operating history that does not violate professional ethics, and has not been subject to complaints.

Benefits

• Become the "first team" to receive intensive training in the cooperation model with the bank.
• Directly accompanied by the Management Board to deploy new projects.
• Priority is given to potential VPBank branches with an abundant customer base.
• Health Care Insurance Card.
• Equip an iPad for work

Job description

BENEFITS
- Fixed income: 12,000,000-18,000,000/month
- Training allowance: 6,000,000 VND. Gasoline and phone allowance: 900,000 VND/month
- Monthly income commission, monthly/quarterly/yearly BONUS.
- Provided with IPAD and other support tools for work.
- Have the opportunity to advance to management level after 6 months.
- Receive training in meeting, communication and customer consulting skills.
- Participate in exhibition events and workshops organized by the company in an artistic atmosphere.
MAIN TASKS
- Search, exploit and build potential customer sources - Design and advise on the most suitable insurance plans to optimally protect customers - Complete business targets according to position requirements - Participate and support company seminars/events to improve services/experience for current customers and build/develop new/potential customers.

Candidate requirements

- Age from 23 - 35 years old (born 2001 - 1990)
- Have graduated from high school/college/university (at least have confirmation of program completion)
- Bright appearance, confident communication, good persuasion and situation handling skills - Have at least 1 year of experience, receive professional training support

Income

• Income when reaching 100% KPI: 12 - 35 million VND
• Income calculated based on KPI achievement rate
• Fix salary: 12 - 18 million VND
• Fix salary depends on sales

Benefits

Training opportunities:
- Learn in-depth financial knowledge with leading industry experts - Participate in training classes on human resource management skills - Participate in fast advancement classes Welfare:
- Health insurance
- Equipped with iPad working tools