Job Purpose
The person in this position is responsible for providing the best financial protection and security solutions to customers using Insurance products and strengthening the lasting relationship between customers and Techcombank
Key Accountabilities (1)
- Introduce and advise on insurance products suitable to customers' financial needs and welfare policies/objectives.
- Coordinate with Personal Customer Specialists / Business Customers / Priority Customer Specialists to identify customer needs and provide advice with benefit illustrations suitable during direct meetings / customer care phone calls
- Complete all necessary insurance claim documents for customers, support customers with claim procedures and submit claim documents in accordance with TCB and insurance partner regulations
- Be the primary point of contact to support customers when they have insurance support requests, consultations, or concerns
- Receive customer referrals from the Bank's customer sources and accompany customer care together with Senior Specialists managing priority customer relationships
Key Accountabilities (2)
- Education: Bachelor's degree or higher
- Minimum 2-3 years of experience in life and non-life insurance consulting.
- Priority given to candidates with experience in insurance product consulting at banks
- Good communication and sales consulting skills, detailed consulting, ability to build customer relationships
- Ability to learn and grasp quickly, able to handle high work pressure
- Good appearance
- Good appearance, likeable.
Key Accountabilities (3)
-Minimum basic income (excluding incentives): 2X million VND/month
- Supported with existing VIP customer sources at TECHCOMBANK (direct customer source referrals)
- Sign an employment contract with Techcombank (Entitled to 13th month salary and other benefits such as: Preferential loan programs, Health insurance, annual leave .....)
- Opportunity for advancement to PRM / PM positions or training positions in insurance sales / product development at headquarters
- Work in a dynamic, professional environment with many advancement opportunities
- Experience and share practical work experience.
- Provision of complete equipment to serve the job.
