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Insurance Specialist (HK based) - Wealth & Personal Banking

Insurance Specialist (HK based) - Wealth & Personal Banking

Be Myjob Company LimitedHong Kong
12 days ago
Job description

Responsibilities

  • Work closely with branch sales management and sales staff on their wealth business planning to achieve business goals.
  • Conduct pre-case study and engage in joint servicing / sales calls proactively with sales staff to serve the financial needs of customers
  • Keep abreast of market changes and provide timely market & product update to both sales staff and customer.
  • Provide technical and skill coaching to sales staff within designated area / branch to uplift the professionalism and selling skills of sales staff
  • Review and feedback on the enhancement of insurance selling procedures / guidelines / systems accordance to regulatory requirement.
  • Work in collaboration with QA Team and Area Managers to support and contribute to sales & service quality improvement.

Requirements :

  • University graduate in Business Administration or related discipline
  • Minimum 5 years of relevant selling experience in banking, with solid exposure in selling retail insurance products
  • Possess recognized insurance qualification ( IIQE)
  • Good knowledge of insurance products in banking industry
  • Proven track record in marketing and selling insurance products
  • Familiar with regulatory requirements for carrying out insurance business
  • Strong service and sales orientation, self-motivated with goodmunication and interpersonal skills
  • Goodmand of both spoken and written English and Chinese, fluent in Putonghua is an advantage
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    Insurance Specialist • Hong Kong

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