Insurance Product Sales Management Manager

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 250 branches and automated banking centres, including over 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.

We are currently seeking a high caliber professional to join our Wealth Sales Distribution as Insurance Product Sales Management Manager.

Principal responsibilities

• Liaise with product owner on new product development and revamp initiatives to cope with customer needs
• Conduct in-depth analysis on insurance sales performance and the effectiveness of new insurance products
• Formulate and implement sales directives and drive relevant marketing activities for insurance business
• Formulate financial and non-financial target setting for insurance sales team
• Monitor and review the sales staff performance regularly
• Provide insights on latest development of insurance business in the local market
• Identify new business segments to nurture further growth on insurance business
• Ensure all control measures relevant to the jobs are undertaken to minimize risk exposure

Requirements

• University graduate and preferably with relevant qualifications such as CFA, CFP or CFMP
• At least 6 years of insurance sales experience in banking field
• Good analytical skill and proficient in using various graphical, visual aids presentation tools
• Self-motivated with strong drive to succeed, able to work under pressure
• Good communication and interpersonal skills
• Fluent in spoken and written English, Chinese and Mandarin
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
• Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance