Senior Manager, Business Development (Insurance Broker)

Dah Sing Financial Group
Main Responsibilities:
  • Work with bank relationship managers (RMs) to explore new business opportunities from Corporate Banking and Private Banking Division customers on life insurance
  • Manage and maintain good business relationship with Bank Divisions and the partnering insurers
  • Joint call with RMs to offer presentation to clients
  • Provide proposals to the RMs and clients on life insurance, critical illness and other relevant suitable plans
  • Complete the entire insurance application process for clients and follow up the post-sales service.
  • Conduct market research with analysis and deliver the update of industry trends and developments to RMs
  • Prepare materials for regular trainings
  • Conduct product due diligence & regular assessment for product on shelves to meet compliance’s requirements
  • Assist the superior to develop and enhance the workflow of life insurance business
  • Assist the superior to prepare the regular meeting materials and MIS report
  • Assist in ad-hoc projects as assigned by the superior
Requirements:
  • Bachelor’s degree or related disciplines; Professional qualification obtained is a plus
  • Over eight years' relevant working experience in insurance industry; Work experience in Banking industry would be an advantage (Candidates with less experience will be considered as Manager)
  • Passed IIQE Paper I and III; Paper II and V passed is an advantage
  • Good command of both written and spoken English and Chinese, preferably fluent in Putonghua
  • Good interpersonal, communication and presentation skills
  • Proficiency in MS Office
  • Able to work under pressure
  • Be a good team player
更多工作資料
薪酬 N/A
工種
  • 銀行 ‧ 金融服務 - 一般 · 其他
工作地點
  • 北角
僱用形式
  • 全職
  • 長期
教育程度
  • 學士

類近好工

Change Delivery Manager (e-Banking/ Mobile Banking project management)

Dah Sing Financial Group

Customer Services Officer (Part-time)

Bank of China (Hong Kong) Limited

VIP Banking Associate (VIP Services focus)

Dah Sing Financial Group

Audit Manager / Senior Audit Manager (IT Audit)

Bank of China (Hong Kong) Limited

Counter Services Officer (Part Time for experienced Teller, retired also welcome)

Dah Sing Financial Group

Assistant Manager, Operations Support (Part-time)

Dah Sing Financial Group