Insurance Specialist

Responsibilities

• To provide on-site sales support for insurance business
• Collaborate with insurance product team to support the on-going insurance sales activity and product launch
• Support Branch Manager on exploring life insurance business strategy from branch portfolio
• Provide coaching to branch sales staff in life insurance business
• Conduct joint call with branch sales staff to facilitate the selling and close deal
• Host workshop/clinic to uplift sales skills of individual sales staff
• Enhance the knowhow of salespersons on AML, compliance and regulatory related item

Requirements

• University degree in Finance, Economics or related disciplines
• 8-10 years banking experience in retail life insurance business sales/coaching
• Pass in HKSI and IIQE Licensing Examinations
• Preferably with CRWP, CFA or CFP qualifications
• Strong sales driven, result-oriented with good communication skills
• Proficiency in both written and spoken English, Chinese and Putonghua