Senior Business Development Manager, Life Insurance

Reporting to the Head of Business Development, Senior Business Development Manager (SBDM) is a sales acquisition role responsible for acquiring new-to-bank customers via external and internal partnership which subsequently creates cross-selling opportunities by other business units to maximize revenue for the Bank in affluent market segment.

What you do

• Strategic goals - To align with the Bank’s goal in expanding the customer base for Premier Banking and Premium Financing NTB for further cross-selling opportunities by proactively collaborating with both internal and external partners.

• To build a strong network of referral sources for new-to-bank customers via external partnership not limited to insurance companies, corporate secretaries, etc. To collaborate closely with key internal business partners (Wholesale Banking/Commercial Banking) to solicit qualify referrals.

• To acquire Premium Financing business by working proactively with insurance companies (agency and brokers level) from briefing sessions, incoming enquiries, premium loan applications to loan draw down completion.

• To meet the acquisition target by referring business to branches and for cross-selling opportunities.

Who you are

• Bachelor Degree holder of any discipline

• Licensed insurance TR (paper 1 and 3)

• 10+ years of working experience in sales acquisition for high net-worth customers

• Strategic mindset with strong sales drive

• Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations

• Mature and independent, self-motivated and a strong team player

• Good command of both spoken and written English, Cantonese and Mandarin Good command in MS Excel, Word and Powerpoint