Assistant Manager, Insurance Sales

Job description

role overview :

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

Ideal Profile :

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

3 to 5 years’ insurance sales experience

Good communication, interpersonal and analytical skills

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

Proficiency in both English, Cantonese and Putonghua

Customer centric mindset and ability to manage complex interactions effectively

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