Insurance Specialist

Location: Hong Kong, Hong Kong
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: Negotiable
REF: BBBH215645_1515643251

Our client is a Well-established leading local banking group in Hong Kong, providing comprehensive and quality financial services to clients across the globe. As part of large business expansion, an outstanding opportunity has arisen for an experienced Bancassurance/ wealth planning professional to join their team focusing on Retail clients.

Reporting to the branch manager, you will be:

  • Collaborate with Relationship Managers or Branch Sales staff or New Business teams to provide professional Insurance planning services and Pre-Sales information, meet potential Clients and answer complex Insurance enquires
  • Analyze Clients' financial situation and identify their financial needs, recommend relevant products and structure solutions to best suit their needs
  • Provide quality after-sales services to maintain the customer relationship and solicit referral business to expand the customer base
  • Work closely with RMs or Branch sales staff to optimize the sales results
  • Maximize business opportunities to achieve predictable sales targets / business goals
  • Coaching RMs for knowledge development

In order to qualify for the position, candidates need to possess:

  • Tertiary or university level education, preferably in finance, business or a related discipline
  • A minimum of 3 years experience in Sales, preferably in Insurance products
  • Understanding of Client needs and a role model in being responsive
  • Clear thinker; concise and articulate and having regulatory knowledge will be an added advantage
  • Good writing and presentation skills

Interested parties, please send your updated resume (852) 3101 4369 or click APPLY NOW button quoting reference number 215645.

Data provided is for recruitment purposes only.