Insurance Specialist
1 week ago
Job Description
Responsibilities:
- Work closely with branch sales management and sales staff on their wealth business planning to achieve business goals.
- Conduct pre-case study and engage in joint servicing / sales calls proactively with sales staff to serve the financial needs of customers
- Keep abreast of market changes and provide timely market & product update to both sales staff and customer.
- Provide technical and skill coaching to sales staff within designated area/branch to uplift the professionalism and selling skills of sales staff
- Review and feedback on the enhancement of insurance selling procedures / guidelines / systems accordance to regulatory requirement.
- Work in collaboration with QA Team and Area Managers to support and contribute to sales & service quality improvement.
Requirements:
- University graduate in Business Administration or related discipline
- Minimum 5 years of relevant selling experience in banking, with solid exposure in selling retail insurance products
- Possess recognized insurance qualification (e.g. IIQE)
- Good knowledge of insurance products in banking industry
- Proven track record in marketing and selling insurance products
- Familiar with regulatory requirements for carrying out insurance business
- Strong service and sales orientation, self-motivated with good communication and interpersonal skills
- Good command of both spoken and written English and Chinese, fluent in Putonghua is an advantage
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