Assistant Sales Manager Welcome (TTPS/QMAS/IANG up to 40K)

Waterdrop Financial Services (HK) Limited

Job Description:

  • Build and maintain strong partnerships with prospective clients to drive business expansion and meet assigned sales targets.
  • Conduct regular client meetings to evaluate their  Financial needs, understand their risk profiles, and identify cross-selling or upselling opportunities.
  • Offer expert advice and guidance on insurance/ Financial products, coverage options, and risk management strategies.
  • Prepare and present comprehensive insurance proposals, including policy terms, coverage details, and premium calculations, tailored to clients' specific requirements.
  • Stay informed about industry trends, regulatory changes, and new insurance products to provide clients with the most relevant and up-to-date information.
  • Achieve and surpass assigned sales targets, revenue objectives, and client retention metrics.
     

職位介紹:

  • 建立和維護與潛在客戶的緊密關係,推動業務增長,實現分配的銷售目標。
  • 定期與客戶會面,評估他們的金融需求,了解他們的風險狀況,並發掘交叉銷售或升級銷售的機會。
  • 提供專業建議和指導,涵蓋保險/ 金融產品、承保範圍選擇以及風險管理策略。
  • 準備和提呈全面的保險建議書,包括保單條款、承保細節和保費計算,以切合客戶的具體需求。
  • 密切關注行業趨勢、監管變化和新的保險產品,為客戶提供最相關和最新的資訊。
  • 實現並超越分配的銷售目標、收益目標和客戶保留指標。
     

Requirement:

  • Hold IIQE Paper 1, 3.
  • With IIQE Paper 4, 5 would be an advantage.
  • Degree Holder
  • At least 2 years of experience in the Financial industry .
  • Strong interpersonal, communication and problem solving skills
  • Excellent working attitude and willing to learn
  • Proficient in written and spoken English and Chinese, fluency in Mandarin is preferable
     

工作要求:

  • 持有IIQE Paper 1、3資格證書。
  • 具有IIQE Paper 4、5資格證書將是優勢。
  • 擁有學位學歷。
  • 具有至少2年金融行業。
  • 工作態度積極主動,願意學習。
  • 精通英文和中文(特別是普通話)的書面及口語表達能力
更多工作資料
薪酬 35,000 - 50,000 / 月薪
待遇
  • 五天工作週
  • 額外津貼
  • 豐厚薪酬
  • 彈性花紅
  • 彈性工時
工種
  • 銀行 · 金融服務 - 投資服務
工作地點
  • 尖沙咀
僱用形式
  • 兼職
  • 全職
教育程度
  • 碩士
  • 學士
  • 博士

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