Mobile Insurance Sales

4 weeks ago


Hong Kong, Hong Kong SAR China Hang Seng Bank Limited Full time
Job description
A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Mobile Insurance Sales

Retail Distribution - Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 250 branches and automated banking centres, including over 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.

We are currently seeking high caliber professionals to join our department as Mobile Insurance Sales.

Principal responsibilities
  • Assist in driving the insurance business by identifying & capturing insurance business opportunities with prompt follow up so as to deepen HASE customer penetration, particularly the 'HNW' and the 'Mainlander' customer segment
  • Deliver 'Total retirement planning' solution to the most prestige customers of HASE, particular the mainlander and 'top-tier' customer segment
  • Assist CRMs/ECRMs to identify their customers' financial needs on retirement and legacy planning in order to provide the appropriate insurance solution for them
  • Explore & expand customer base for insurance products
  • Ensure all control measures relevant to the job are undertaken to minimize risk exposure
  • Maintain the Group's/ Bank's internal control standards, implement and observe the Group's/ Bank's Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring
Requirements
  • University graduate preferred; CFA/CFP/CFMP/QRA would be an advantage
  • Minimum of 4 years insurance sales experience; Exposure in universal life insurance policy would be an advantage
  • Attain appropriate professional and regulatory qualifications (IIQE Paper 1, 2 and 3 is a must/ HKSI Paper 1, 7 and 8 is preferred)
  • Attain any internal standards as required by country
  • Proficiency in both English and Chinese; Fluent Putonghua preferred
  • Customer centric mindset and ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and able to work in Agile environment
  • Be curious and with passion to think deeply and rationally
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we're leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.



  • Hong Kong, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career...

  • Business Hub Officer

    4 weeks ago


    Hong Kong, Hong Kong SAR China Zurich Insurance Company Full time

    Job Summary To enhance the conversion ratio by performing business activities such as follow up and market facing duties and to maintain good & connected relationship with all business Intermediaries together To support Managers in developing the accounts through new business and retention of existing business for both onshore and offshore risks ...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career...

  • Mobility Genius

    4 weeks ago


    Hong Kong, Hong Kong SAR China Inchcape Full time

    Inchcape is the leading global automotive distributor operating in more than 40 markets. We partner with some of the biggest brands in the business to power better mobility today and in the future. Our diverse global team of over 20,000 talented people foster an inclusive and collaborative culture, championing a brilliant experience for our customers and...

  • Assistant Manager

    4 weeks ago


    Hong Kong, Hong Kong SAR China Zurich Insurance Company Full time

    Job Summary As a key member of Zurich’s Partnership team to assist Business Development Manager in developing win-win solutions and relationship for Zurich’s partners and promoting business growth in Zurich’s partnership channel The role needs to be passionate about delivering the compelling marketing initiatives and to be sales-driven and...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.We seek to attract high-calibre talent by offering a dynamic working environment, good career...


  • Hong Kong, Hong Kong SAR China Dah Sing Bank Full time

    We are seeking a highly motivated and organized individual to join us as an Assistant Manager of Sales Support who will play a crucial role in supporting the distribution team of the channel of local brokers and agents, as well as providing coordination support to the marketing team in their work with vendors. This position requires exceptional attention to...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.We seek to attract high-calibre talent by offering a dynamic working environment, good career...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.We seek to attract high-calibre talent by offering a dynamic working environment, good career...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.We seek to attract high-calibre talent by offering a dynamic working environment, good career...

  • Sales Officer

    3 weeks ago


    Hong Kong, Hong Kong SAR China XGATE Full time

    KEY RESPONSIBILITIES:Consultative selling of XGATE’s products and services directly to clients primarily via face-to-face contact, telephone and sales presentationsIdentify strategies to target new & high-value accounts in specific industries, particularly Fashion, Beauty, Luxury Brands, Hospitality and Finance.Serve as the client’s primary point of...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career...

  • Senior Sales Manager

    3 weeks ago


    Hong Kong, Hong Kong SAR China Jobs for Humanity Full time

    Job Description Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's DegreeJob Posting DescriptionAre you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial and technology. Our talented...


  • Hong Kong, Hong Kong SAR China TÜV Rheinland Full time

    Date Posted: Engineer, Rail/Future Mobility (Fresh graduates are welcome) General information Location Hong Kong Type of contract Permanent Full Time Occupational field Engineering Job-ID 9720 Job Highlights Bachelor of Engineering Fresh graduates are welcome Double Pay & Performance Bonus Job Responsibilities: ...


  • Hong Kong, Hong Kong SAR China The Bank of East Asia Full time

    Responsibilities Promote insurance products at branches i.e. maximize bancassurance business, execute related department strategies and business plans, and drive marketing programs as well as optimize sales preparation and operations Provide training to frontline sales staff on insurance product knowledge, market updates, and selling skills Arrange...


  • Hong Kong, Hong Kong SAR China AXA Group Full time

    Responsible for Sales Personnel functions within Sales Consultancy, covering personnel administration, license registration and performance management  Handle Sales recruitment activities, follow through application, contracting & on-boarding processes Support strategy planning and implementation of all recruitment initiatives for the achievement of...


  • Hong Kong, Hong Kong SAR China CHUBB Full time

    Prospect company bank partner’s clients and explore their commercial insurance needs to develop effective solutions and achieve business targets Build relationship with and provide coaching to company bank partner’s relationship managers to solicit general insurance business Work closely with underwriters to provide professional commercial insurance...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Insurance Specialist

    3 weeks ago


    Hong Kong, Hong Kong SAR China Citi Full time

    We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply! Our people make all the difference in our success. ...


  • Hong Kong, Hong Kong SAR China FWD Life Insurance Corporation Full time

    About FWD Group FWD Group is a pan-Asian life insurance business with more than 13 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel about insurance. FWD’s customer-led and digitally enabled approach aims to...