Sales Planning & Activities

• Promote, introduce and market a range of Tokio Marine’s life‑insurance products to Bank’s customers (including Whole Life Plan, Endowment Plan, Medical Plan and Investment Linked Plan)
• Plan and strategize sales activities and participate in roadshows/campaigns organized by Bank/Region

Sales Management

• Maintain regular contact with existing customers to foster closer relationships and obtain referrals
• Develop clientele networking list and records of existing Bank’s customers and NTB customers for acquisition and increase customer PHR
• Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Comply with CPD hours and ensure completion rate of Customer Fact‑Find (CFF) forms
• Compliance with Bank’s policy, procedures and observe sales code of ethics

Staff Management

• Provide guidance an...