Banca
Work with bank staff to sell financial products to bank customers.
Meet customers in the bank and explain financial products.
Achieve sales target and maintain good relation with bank team.
Agency
Recruit and manage insurance Financial Advisors.
Help agents sell financial products and support them in closing deals.
Train and motivate agents to achieve sales targets.
Direct
Sell financial products directly to customers.
Meet customers and financial products.
Achieve targets and provide after-sales service to clients.