Processing
Business Development and Financial Consulting
• Business development - finding and providing professional insurance and financial solutions based on customer needs
• Proactively build potential customer sources through different sales activities/channels
Customer service
• Provide financial solutions that meet customer needs
• Build and maintain relationships with customers and internal departments
• Comply with company procedures and relevant laws
• Responsible for answering questions and providing service support to customers
Branding
• Actively and regularly promote the NOUS By SUN LIFE brand and personal brand through channels