Insurance Business Relationship Manager ( IANG/ TTPS 高才/ QMAS優才 are welcome)

Key Responsibilities

• Team Leadership & Performance Management

  • Lead and manage a team of 3–4 junior sales to achieve sales targets for assigned insurance products (long-term insurance).

  • Provide coaching, guidance, and performance feedback to junior sales to improve sales effectiveness and professionalism.

  • Conduct regular team briefings to align on priorities, pipeline status, and key client needs.

• HNW Client Servicing & Relationship Management

  • Manage and oversee sales engagement for HNW clients, including building and maintaining strong relationships with clients.

  • Ensure the team provides a superior service standard (timely follow-ups, proactive service updates, and accurate proposals).

  • Oversee end-to-end client journey: needs assessment, suitability/disclosure compliance, proposal presentation, and policy servicing support.

• Sales Planning, Scheduling & Pipeline Control

  • Prepare and manage the team schedule (appointments, client meetings, follow-ups, and internal coordination).

  • Maintain visibility of the sales pipeline and ensure timely progress for leads, proposals, and renewals.

  • Ensure proper client documentation is completed and proposal packs are prepared according to client needs and internal standards.

• Daily and Weekly Reporting

  • Compile, review, and submit daily and weekly sales reports, including:

    • pipeline status (leads/quotes/proposals/close rates)

    • appointments and client meeting outcomes

    • proposals submitted and proposals pending

    • renewals and follow-up actions

    • key issues and escalation items

  • Present performance insights and recommend actions to improve conversion and client coverage.

Requirements  

• University graduate in Business Administration, Finance, Marketing or related discipline

• Minimum of 3 years' experience in bancassurance/insurance business at supervisory level in banks, financial institutions or insurance companies

• Passed the Insurance Intermediaries Qualifying Examinations (IIQE Paper 1, 2, 3 or equivalent)

• Sales Leadership: Proven experience leading a sales team or managing sales performance for a portfolio.

• Client Relationship Management: Strong capability to serve HNW clients, build trust, and maintain senior-client relationships.

• Strong computer skill and proficient in using AI tools

• Good command of written and spoken English and Putonghua