Client Executive, FINEX

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

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