Senior Insurance Specialist

Responsibilities

• Collaborate with branch sales staff to provide expert insurance planning services
• Analyze customers’ personal financial situations to identify their needs and recommend life insurance and investment-linked products that best address those needs
• Deliver excellent service to maintain customer relationships and promote referral business to expand the client base
• Coordinate and support sales events, including seminars,corporate functions etc.
• Optimize business opportunities to meet individual sales targets
• Provide training and coaching to sales staff to ensure consistent delivery of high-quality customer service

Ideal candidate

• Degree qualification preferred
• Extensive experience in relationship management and business development within the banking sector
• Currently holds relevant Insurance Intermediaries Qualifying Examination (IIQE) papers and Hong Kong Securities and Investment Institute (HKSI) certifications
• Strong communication, interpersonal, relationship-building, and analytical skills
• Proven ability to rapidly acquire new product knowledge
• Effective time management, prioritization, and multitasking capabilities
• Comprehensive understanding of financial products with a sharp awareness of market trends and benchmarking
• Demonstrated flexibility and adaptability in alignment with the bank’s strategic directives
• Proficient in English, Mandarin, and Cantonese (written and spoken)