Financial Planning Advisor, Jalan Dedap 20 Johor Jaya - Retail & Enterprise Distribution MY (SLM)
Summary
Provide financial planning advice and sell bancassurance products to customers, ensuring sales targets are met while delivering excellent service.
Support Head of FPTo promote and professionally sell selected range of Bancassurance products to achieve sales target.
- To provide bank's existing and potential customers professional advice on appropriate financial products based on customer's need.
- To ensure customer satisfaction and provide excellent after sales service.
- To plan and to implement sales activities related to Bancassurance products.A drive FPA channel to achieve sales target in terms of geographical distribution, marketing strategies, trends, tactics and action plan