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Executive Insurance Product Expert (Sales / Bank)

Executive Insurance Product Expert (Sales / Bank)

nextRolesHong Kong, Hong Kong, HK
30+ days ago
Job type
  • Quick Apply
Job description
  • 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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    Sales Executive • Hong Kong, Hong Kong, HK