Financial Planning Manager (Insurance Sales)

Responsibilities:

• Acquire and solicit new bancassurance business through different channels, such as cross-selling, referral, personal business connections, etc.

• Identify customers’ financial needs and cross-sell suitable bancassurance products to the customers.

• Provide feedback on all issues pertaining to marketing, product acceptance and other issues related to the bancassurance products.

• Provide quality and value-added service to customers in accordance with the Bank's service standards.

• Ensure all bancassurance selling activities are in compliance with bank’s guidelines.

• Conduct Due Diligence Checking and “KYC” process for customers.

Requirements:

• Bachelor’s Degree or above in Business, Finance, Economics or related disciplines preferred

• Minimum of 3 years of relevant insurance selling experience

• Pass in IIQE papers 1, 2, 3 or equivalent

• Relevant Enhanced Competency Framework (ECF) qualification is preferable

• Strong knowledge of insurance products, market trends, competitive activities in general industries and with awareness of overseas markets

• Proven track record in marketing and selling insurance products

• Familiar with regulatory requirements for carrying out insurance business

• Good team player with strong service and customer orientation, self-motivated with good communication and interpersonal skills

• Proficient in both spoken and written Chinese (Mandarin and Cantonese) and English

Benefit / Other Information

5-day week
Education subsidies
Birthday leave
Marriage leave
Extra maternity leave
Extra Paternity Leave 
Examination leave
Insurance plan
Medical plan
Family medical plan
Dental plan