Insurance Sales Specialist, Bancassurance

FWD Life Insurance Group

Hong Kong, Hong Kong
Base: basic salary; bonus/equity: competitive ince...
Insurance sales in bank channels
Customer financial needs analysis
Collaboration with bank sales staff
FWD Group is a pan-Asian life and health insurance business serving approximately 34 million customers across 10 markets

Job Summary

  • FWD Group is a pan-Asian life and health insurance business serving approximately 34 million customers across 10 markets.
  • The role involves facilitating the growth of Regular Pay Saving and Protection Plans in bank channels and building strong customer relationships.
  • The company offers a basic salary with a competitive incentive scheme and excellent learning and development opportunities.

Matching Summary

FWD Group is a pan-Asian life and health insurance business serving approximately 34 million customers across 10 markets.

Salary

Base: Basic salary; Bonus/Equity: Competitive incentive scheme; Benefits: Excellent learning & development opportunities

Skills & Requirements

Must-have

  • Insurance sales in bank channels
  • Customer financial needs analysis
  • Collaboration with bank sales staff
  • After-sales customer service
  • Compliance with sales guidelines

Nice-to-have

  • Fluent Mandarin speaking
  • Knowledge of critical illness plans
  • Strong interpersonal and selling skills
  • Experience in bancassurance or insurance
  • Relationship management skills

Key Requirements

  • Form 5 graduate or above
  • Minimum regulatory requirement for insurance intermediary license
  • At least 2 years relevant bancassurance or insurance sales experience
  • IIQE Paper 1, 2, 3 & 5 certifications
  • Insurance Specialist or Relationship Manager experience welcomed

Work Rights

Not specified

Tailored Resume

Cover Letter