Client Executive, FINEX

Hoàn Kiếm, Hanoi, Vietnam

Client Executive, FINEX

  • 202507801
  • Hoàn Kiếm, Hanoi, Vietnam
  • Full time
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Description

  • Develop database of prospects through cold calling, networking, and market research. Develop database of prospects

  • Proactively 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 collection

  • Ensure all WTW Group policy requirements (legal, regulatory & compliance) are met

  • Maintain accurate records of sales activities and client interactions in CRM systems.

  • Other tasks assigned by the Company

Qualifications

  • Bachelor'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 skill

  • Proactive, long-term commitment 

  • Client-oriented, innovative and critical sense

  • Strong communication, negotiation, problem-solving and presentation skills 

  • Proven ability to close deals and meet sales targets

  • Be able to work under high pressure

  • Fluent in English & Vietnamese

Unsolicited Contact

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer. If you would like to have your contact information saved for future consideration, please email: Agency.inquiries@willistowerswatson.com.

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