AM-AVP, Insurance Sales (Brokerage Life)

OCBC Bank (Hong Kong) Limited

Responsibilities

- Work with Life Insurance Team to achieve the business goals and drive the insurance business by identifying & capturing opportunities to target HNW customers including corporate banking/ PRC customer segments
- Maintain and build the existing insurance portfolio
- Assist to formulate marketing strategies for the life insurance
- Provide professional customers services including handling enquires and after sales - services 
- Ensure all control measures relevant to the job are well undertaken 
- Support ad-hoc tasks assigned by Line Manager

 

Requirements

- At least 3 years working experience in Life Insurance field
- Good command of Life Insurance knowledge with proven marketing experience
- Solid experience in dealing with corporate banking / PRC customers is preferred
- Self-initiative, open minded and collaborative
- Strong sense on customer services and continuous improvement
- Pass in IIQE Licensing Examinations
- Good verbal and written communication skills 
- Proficiency in both English and Chinese; Native Putonghua speaker preferred 
Risk alertness
- Good at Microsoft office including and not limited to Words, Excel and PowerPoint
- Experience on corperate client is definitely an advantage
- Candidates with more experience will be considered for senior rank.

More job information
Salary negotiable
Job Function
  • Banking · Financial Service - Retail Banking
  • Banking · Financial Service - General · Others
Employment Term
  • Full-time
Education
  • Degree

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