Manager, Business Development & Promotion (Insurance Broker)

Responsibilities:

• Perform sales activities of life insurance including but not limited to product selling, after sales service, renewal and claims follow-up for the development of new business and retain existing business as well
• Proactively communicate and establish good relationship with business partners and internal stakeholders to ensure business & processes alignment, also drive desired results of life insurance business
• Collaborate with the Relationship Managers of Retail and Corporate Banking to explore and develop insurance business opportunities of the Bank’s customers for achieving the assigned sales targets
• Perform regular visits and provide professional mentorship to frontline whenever appropriate to establish business growth and maximize new business opportunities
• Enlarge the total number of referrals and motivate the scale to eventually develop to high-net-worth and untapped customer market
• Ensure the selling processes are in compliance with the Bank's policies, procedures, and regulatory guidelines
• Monitor and maintain good records for life insurance referral & business performance, closely follow up with status, generate reports for the Management as needed
• Provide support on the onboarding process for premium financing & obtain gatekeepers clearance to comply with relevant regulatory requirements
• Assist in ad-hoc projects and duties as assigned by the superior

Requirements:

• University graduate with at least 3 years of relevant experience in the insurance industry, preferably with banking and/broker experience
• Proven insurance sales experience will be a definite advantage
• Sound knowledge of life insurance products, premium financing, underwriting processes, and regulatory requirements
• Strong presentation, interpersonal, negotiation, and problem solving skills, with good understanding of the Bancassurance/ brokerage market
• Ensure sales quality, compliance and regulatory requirements are met
• Good command of spoken and written English and Chinese, including Putonghua
• Proficiency in using MS Office applications e.g. Word, Excel, and PowerPoint

The employment is subject to Mandatory Reference Checking Scheme.  For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks) .