Executive Insurance Product Expert I

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 around 255 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers. 

We are seeking qualified individuals to join our Wealth Sales Distribution as Executive Insurance Product Expert I.

Principal responsibilities

• Provide retirement and financial planning solutions to top-tier customer segment
• Collaborate with Customer Relationship Managers to expand the clientele of Mainland China and to explore local insurance business
• Identify customers’ financial needs and deliver quality after-sales services
• Conduct training sessions for Customer Relationship Managers to enhance their knowledge/skills in promoting insurance products 

Requirements

• University graduate or possessing relevant professional qualification such as CFA, CFP, CFMP and QRA will be an advantage
• Minimum 4 years’ insurance sales experience, preferably with exposure in selling universal life insurance policy
• Excellent interpersonal and presentation skills, self-motivated with strong drive to succeed
• Proficiency in English and Chinese; able to converse in Putonghua a definite advantage
• Customer centric mindset and ability to manage complex interactions effectively
• Shown strong situation awareness, strong desire to learn and able to work in Agile environment
• Be curious and with passion to think deeply and rationally
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers