Area Insurance Manager

1 month ago


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

 

Responsibilities

  • Boost up insurance sales and optimize capacity and effectiveness for retail insurance business
  • Lead a team of Insurance Specialist to achieve Area Insurance Goal
  • Formulate and implement business strategies to support assigned area meeting overall targets and generating extra insurance fee income
  • provide proficient coaching and counsels to and organize sales briefings for frontline sales staff on insurance selling and professionalism enhancement in a timely and responsive manner
  • Assist frontline marketing staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base
  • Ensure operations are in compliance with the Bank’s policies, procedures and regulatory guidelines

Requirements

  • University graduates in Business Administration, Finance, Marketing, Economic or related discipline is preferred
  • Minimum 5 years of relevant working experience in banking / finance sector and / or insurance companies
  • Pass the Insurance Intermediaries Qualifying Exam (Paper 1, 2, 3 or equivalent)
  • Relevant HKIB qualification is an advantage

  • HKIB Certified Bankers preferred

  • Sound technical knowledge of asset allocation & insurance products including equities, unit trust, bonds and treasury products, etc, preferably with insurance consultant experience
  • Strong self-motivation, able to work independently and under pressure;
  • Excellent analytical, communication, interpersonal and presentation skills
  • Good understanding of relevant selling procedures, practices, rules and sales compliance requirements,
  • Good command of both spoken and written English and Chinese, preferably including Putonghua

 

Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Information Collection (Employees) Statement and Privacy Policy Statement. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after 1 year.



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