Key Responsibilities

  • Approach and acquire new corporate clients by taking on leads generated from the company, self-generated leads and leads generated from distribution partners
  • Approach and acquire new distributors to widen the product’s corporate clients coverage in Vietnam
  • Maintain relationships with current and prospective clients to ensure clients’ long term commitment and facilitate future accumulation of investment from clients
  • Maintain relationships with current and prospective distributors to make sure distributors are kept informed of current products’ features, specifications, sales process, onboarding process, etc. and assist distributors with queries on products’ details and onboarding of prospective clients
  • Participate in creating direct proposals & RFIs & RFPs and presentation of proposals to prospective clients & distributors
  • Attend to clients and distributors’ queries for information regarding products’ features, processes to ensure clients and distributors have a clear understanding of the products
  • Keep track of distributors’ sales activities and relevant obligations to distributors
  • Participate in formulation of sales strategies for the products which include but not limited to identifying prospective groups of clients, prospective channels of distribution, marketing incentives, etc.
  • Participate in streamlining and improving the products’ sales process, onboarding process, marketing materials, pitch decks, etc. to further improve current standard operations procedure (SOP)
  • Participate in generation of ideas on expansion of the products’ sales activities, marketing activities, distribution activities, PR activities, etc.
  • Participate in and assist in hosting relevant events, conferences, webinars, workshops, etc. to help promote the products to both retail and corporate clients

Skills and qualification required

  • Bachelor’s degree of Finance, Economics, or Banking
  • Communication Skill, Management Skill & Sales Skill
  • English speaking and writing

Experience required:

  • At least 3 years-experience in insurance brokerage / securities institutional sales