Product Sales (Insurance)

Requirements:

• Degree or above in Banking, Business Administration, Finance or related disciplines
• Holder of IA license & SFC Type 1 and 4 license (or passing relevant tests)
• Minimum 2 years or above experiences in a financial institution
• Familiar with insurance policy and financial products
• Responsible, hardworking, self-motivated, independent, customer-oriented, team player, able to work under pressure and handle multiple tasks
• Holder of professional certificate under the ECF/ QF/ issued by any industry institutes, professional bodies will be definitely an advantage

Responsibilities:

• Accompany with RM to sell insurance or financial products
• Introduce insurance or investment products to existing customers
• Provide excellent customer service and develop great relationship with clients by offering professional advices 
• Ensure the selling processes are in compliance with the Bank's policies, procedures, and regulatory guidelines