1. Sales Leadership

Assist the Unit Manager in developing and executing sales strategies to meet or exceed unit targets. Identify potential clients and promote financial products, such as insurance and investment plans. Conduct financial needs analysis to offer tailored solutions to clients.

2. Team Development

Recruit, train, and onboard new financial advisors. Provide ongoing coaching and mentoring to financial advisors to enhance their productivity and effectiveness. Organize training sessions and workshops to improve product knowledge and selling skills.

3. Client Relationship Management

Build and maintain long-term relationships with clients. Address client concerns and provide after-sales support. Ensure all client transactions and communications comply with company and regulatory standards.