Job Description

Demonstrate customer need-based selling to China Bank’s high net worth clients of MCBL protection, health, savings, education, retirement, investment, and business solutions. Build, develop and maintain strong and productive partnership with bank partners – Cluster Heads and Relationship Managers.



**Position Responsibilities:**



+ Meets monthly sales goals and validation requirements through discipline execution of sales activities metrics (4 new business leads/day, 1 secured appointment/day, 1 client presentation/day). Update status of leads in SAM/Vymo consistently to properly monitor traction of all leads based on sales funnel and ensure reliability and accuracy of sales analytics. Practice sales activities diligently to ensure consistently quality lead generation, lead conversion, account acquisition, account maintenance, repeat business, deepening and cross-selling of MCBL products.

+ Regularly prepares reports, reviews, and adjusts pl...

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