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Executive Insurance Product Expert (Sales / Bank)

nextRoles
locationCentral, Hong Kong
PublishedPublished: 6/14/2022
Sales
Full Time

*** Key Responsibilities ***

- Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches

- Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments

- Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers

- Implement the Group’s/Bank’s Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators

Requirements

*** Key Requirements ***

Must-have

- Minimum 5 years' experience in insurance sales in banking (Sales experience in universal life insurance policy is preferable)

- Proficiency in both verbal and written English, Cantonese and Putonghua

- Customer centric mindset and ability to manage complex interactions effectively

- HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / ""Attained"" or above) plus relevant work experience

Good-to-have

- University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP

- Good communication, interpersonal and analytical skills

- Strong self-motivation and drive to succeed, with ability to work under pressure

- Shown strong situation awareness, strong desire to learn and able to work in Agile environment

- Advocate of openness, able to create a cohesive teamwork and inspire others

- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Benefits

***Key Selling Points***

- Excellent growth opportunities in career path advancement

- Working location: to be determined after training

- Birthday Leave

- Staff Mortgage upon completion of 6-month probation

- Medical Insurance

- Maternity Leave

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