About the role
FinEx AI summary
Provides on-site sales support for retail life insurance and coaches frontline branch staff to improve selling skills and close deals. Collaborates with the insurance product team on sales activities and product launches, and advises the Branch Manager on branch life insurance strategy. Also runs workshops and trains salespersons on AML and regulatory compliance.
Core skills
life insurance salessales coachinginsurance product knowledgeAMLcomplianceregulatory requirements