Mandarin Relationship Manager / 普通話客戶經理 (up to 48K)

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 insurance 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:

  • 建立和维护与潜在客户的紧密关系,推动业务增长,实现分配的销售目标;
  • 定期与客户会面,评估他们的保险需求,了解他们的风险状况,并发掘交叉销售或升级销售的机会;
  • 提供专业建议和指导,涵盖保险/ 金融产品、承保范围选择以及风险管理策略;
  • 准备和提呈全面的保险建议书,包括保单条款、承保细节和保费计算,以切合客户的具体需求;
  • 密切关注行业趋势、监管变化和新的保险产品,为客户提供最相关和最新的资讯;
  • 实现并超越分配的销售目标、收益目标和客户保留指标。

 

Requirements:

  • Hold IIQE Paper 1, 3;
  • With IIQE Paper 4, 5 would be an advantage;
  • Degree Holder;
  • At least 2 years of experience in the insurance /brokerage industry/ retail banking;
  • 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资格证书;
  • 具有IIQE Paper 4、5资格证书将是优势;
  • 拥有学位学历;
  • 具有至少2年保险/经纪业/银行的销售经验;
  • 工作态度积极主动,愿意学习;
  • 精通英文和中文(特别是普通话)的书面及口语表达能力。
更多工作資料
薪酬 38,000 - 48,000 / 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 - 顧客服務 · 關係管理
工作地點
  • 尖沙咀
僱用形式
  • 全職
教育程度
  • 學士

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