Financial Consultant

  • Accounting / Finance ,Banking / Finance
  • Full time
  • Siem Reap

Job Information

Job Description

Job Purpose: To sell insurance policies that suit customers’ financial needs, and to maintain existing customers.

  • Establish new customer base through prospecting, leads (from bank partners and digital platform) and networking.
  • Call potential customers for appointment setting.
  • Interview prospective or referred customers to get information about their financial resources, protection need and discuss existing coverage.
  • Explain customers the features of various products and offer the ones that suit customers’ need.
  • Analyze customers’ current insurance policies and suggest additional. protection or financial solution.
  • Handle policy renewals.
  • Maintain client relationships.
  • Develop weekly work plans that involve calling and scheduling appointments.
  • Submit weekly activities and result reports.
  • Service existing customers.
  • Attend training courses and seminars as needed.
  • Perform other duties assigned by manager.

Job Requirements:

  • Bachelor’s degree in Business Administration, Accounting, Marketing, Management or similar field.
  • At least 1-2 year sales experience in financial industry or FMCG (previous experience as life insurance industry is advantage)
  • Basic computer literacy (MS Word/Excel, PowerPoint, Internet, Email)
  • Fair English (can read and communicate in English)
  • Prospecting skills
  • Self-organized
  • Self-motivated and competitive
  • Optimistic and positive attitude
  • Strong desire to be successful
  • Entrepreneur spirit
  • Willingness to learn
  • Outgoing personality
  • Strong communication and people skills
  • Honesty and integrity

Contact Information

  • 017 555 422 / 098 555 438
  • Phnom Penh Tower, 20F, #445 Monivong Blvd, Boeung Prolit, 7 Makara, Phnom Penh
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