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Insurance Solution Specialist, Wealth Client Coverage 2 TH
Ejox (CX_7) · Thailand
About The Role
- Partner with Wealth Relationship Managers (RMs) in client engagements as the Insurance Solution Specialist and sales lead for insurance opportunities.
- Own and manage the end-to-end insurance sales cycle, including prospect qualification, needs analysis, solution recommendation, and lead client engagements from advisory discussions through to successful sales conversion and policy issuance.
- Convert qualified opportunities into completed insurance sales and achieve assigned insurance revenue and business targets.
- Follow up proactively with clients and stakeholders to drive timely sales conversion and case completion.
- Collaborate closely with Wealth RMs while respecting RM ownership of the overall client relationship.
- Ensure all insurance sales activities comply with regulatory requirements, Bank policies, and insurer guidelines.
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