Team Member AXA Wealth

To generate sales revenue by meeting sales targets/goals as per agreed terms within the team towards achieving the overall company objectives.

Role Qualification:

Academic/Professional:

• Relevant first degree in any discipline, MSc/MBA/ACII/ACIIN will be an added advantage.

Work Experience: 3-4 Years professional experience, preferably in the Financial Services Industry with at least 1year in related position.

Key Responsibilities:

• Promote AXA Mansard’s products and services to existing and prospective HNI clients by utilizing available resources
• Work with HNI prospects through sales process; understand customer needs; handle objections and close business deals
• Addresses client inquiries, ensuring their needs are consistently met and explaining features, advantages and disadvantages of policies to promote sales of insurance plans
• Maintain daily, weekly, and monthly sales records and provide sales reports as required
• Maximize sales of appropriate products that meet the needs of HNI customers by effective use of sales skills
• Present performance at the company’s monthly performance review meeting
• Work with the team lead in the training and development of the team’s personnel
• Deliver excellent customer services and ensure effective relationship management of HNI customers

Required Skills and Competencies

• Excellent understanding of the financial services, HNI landscape and inherent risks in the HNI market
• Good knowledge of the relevant regulatory frameworks and the regulatory environment.
• Good understanding of financial statement analysis and reporting
• Knowledge of Insurance Industry, Products and Operations
• High level of initiative and ability to work with minimal supervision
• Strong interpersonal and team building skill.