Responsibilities
To partner with relationship managers in total client relationship building and financial planning propositions
To serve clients inplete 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 andmunication skills
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Job Family Group : Consumer Sales
Job Family :
Consumer Product Sales
Time Type :
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Job ID 24819639
Insurance Specialist • Hong Kong