Client Executive, FINEX

DescriptionDevelop database of prospects through cold calling, networking, and market research. Develop database of prospectsProactively reach out to prospects and present financial line products/services effectively.Understand client needs and tailor solutions to meet their requirements.Negotiate terms and close deals in a timely and professional manner.Maintain relationships with existing clients to ensure repeat business and referrals. Manage specific tasks supporting client service delivery and administration throughout the insurance issuance and renewal cycle as per instructions and guidance of Finex AM and higher manager Collaborate with internal teams to ensure smooth onboarding and service delivery.Achieve and exceed quarterly & yearly sales targets.Support Accounting Department in premium collectionEnsure all WTW Group policy requirements (legal, regulatory & compliance) are metMaintain accurate records of sales activities and client interactions in CRM systems.Other tasks assigned by the CompanyQualificationsBachelor's degree in Business, Marketing, Finance, or related field.Computer Literate, MS-Word, Excel, Power Point.3- 5 years of experience in sale, bussiness development, or client acquisition, preferable software hardware, financial institutions Ability to self-study and strong analysis skillProactive, long-term commitment Client-oriented, innovative and critical senseStrong communication, negotiation, problem-solving and presentation skills Proven ability to close deals and meet sales targetsBe able to work under high pressureFluent in English & Vietnamese