Insurance Sales Specialist, Bancassurance

FWDDeploy

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
The role involves facilitating the growth of Regular Pay Saving and Protection Plans in bank channels and achieving sales targets through collaboration with bank branch staff

Job Summary

  • The role involves facilitating the growth of Regular Pay Saving and Protection Plans in bank channels and achieving sales targets through collaboration with bank branch staff.
  • Candidates will build strong customer relationships by analyzing financial situations and recommending appropriate life insurance products, while providing quality after-sales service to maintain customer loyalty and solicit referrals.
  • The company offers a basic salary with a competitive incentive scheme and excellent learning and development opportunities to the right candidate.

Matching Summary

The role involves facilitating the growth of Regular Pay Saving and Protection Plans in bank channels and achieving sales targets through collaboration with bank branch staff.

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 service and referral generation
  • Compliance with sales process guidelines

Nice-to-have

  • Fluent Mandarin speaking
  • Knowledge of critical illness and medical plans
  • Good communication and interpersonal skills
  • Experience as Insurance Specialist or Relationship Manager

Key Requirements

  • Minimum regulatory insurance intermediary license
  • At least 2 years relevant bancassurance or insurance sales experience
  • Form 5 graduate or above
  • IIQE Paper 1, 2, 3 & 5 certifications (Paper 2 & 5 optional)

Work Rights

Minimum regulatory insurance intermediary license required

Tailored Resume

Cover Letter