Financial & Loan Advisor Staff

AEON Thana Sinsap (Thailand) Public Company LimitedSongkhla, SongkhlaOn-siteFull-timeStaff, 8–12 yearsListed 3 days ago

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About this role

Job Purpose: Promote and sell credit cards, personal loans, insurance products, and other financial services to individual customers to achieve assigned targets.

Key Responsibilities:

- Sales & Promotion: Conduct sales activities and outreach (Mini Counters/Booths) to offer loan products, credit cards, and insurance (Life, Non-Life, Motor) to general customers.

- Customer Acquisition: Engage, persuade, and invite prospective customers to apply for financial services to hit targets.

- KYC & Document Verification: Verify applicant qualifications and application documents in accordance with KYC/CCD guidelines, ensuring completeness and accuracy for submission.

- Compliance & Standards: Provide clear, accurate, and transparent benefit details to customers following Market Conduct standards.

- Documentation & Support: Manage and control application document kits (Form A/B) per internal procedures, and support internal control standard activities (e.g., ISO, KAIZEN).

Qualifications:

- Gender/Age: Male or Female, age 18–35 years old.

- Education: High Vocational Diploma (ปวส.) or higher in any field.

- Experience: Minimum 1 year of working experience (experience in credit cards, loans, or insurance sales is preferred).

- Skills: Excellent interpersonal, communication, and coordination skills with a strong service mind.