Insurance Specialist

We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!

Our people make all the difference in our success.

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At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Responsibilities:

• To partner with relationship managers in total client relationship building and financial planning propositions

• To serve clients in complete scope of insurance products, namely whole life savings plans, universal life, endowment plans, retirement planning and general insurance, etc.

• To lead and support the branch sales staff to achieve the insurance goal

Qualifications:

• Degree holder with at least two years of insurance product sales experience and proven track record

• HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5

• Certified Retail Wealth Professional (CRWP) is preferred

• Proactive and result-oriented with strong selling skills

• Fluent in English, Cantonese and knowledge of Mandarin preferred

• Good relationship building and communication skills

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme’s further details, please refer to the of HKAB

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Product Sales

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Time Type:

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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