Insurance Specialist

At Citi, we get to connect millions of people across hundreds of cities and countries every day.  And we've been doing it for more than 200 years.  We do this through our unparalleled global network.  We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Responsibilities:

• To partner with relationship managers in total client relationship building and financial planning propositions
• To serve clients in complete 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 and communication skills

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.