Financial Planning Manager — Whole-Life Insurance Sales

Responsibilities Preference for candidates currently selling whole life insurance plans (not investment-linked) in an agent or broker role. Some prior bank exposure is preferred. Candidates currently working as a Financial Planning Manager at another bank. Requirements IFA and insurance agents will also be considered. 1.5 years or more experience in selling...

Join to apply for the Chubb Life Global Office: Senior Manager/Manager, Financial Planning & Analysis role at Chubb Life Job Description Chubb is the world’s largest publicly traded property and casualty insurer. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental...

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 34 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer‑led and tech‑enabled approach aims to deliver innovative propositions, easy‑to‑understand products and a simpler insurance experience. Established in 2013, the...

Customer Service Senior Officer/Officer – Life Insurance Provide extraordinary service to customers and sales channels by means of hotline, walk-in, video conference, written and email etc. Able to work independently to address enquiries accurately and effectively as well as maintaining professional and satisfactory quality of customer service. Communicate...

A prominent financial services provider in Hong Kong is seeking a Manager for Business Development in their insurance brokerage division. The role involves working closely with bank relationship managers to identify new business opportunities in the life insurance sector, conducting market research, and preparing compelling sales presentations. Candidates...

Insurance Product Expert - Hong Kong Business Hong Kong Life Insurance Limited ("Hong Kong Life") was established in 2001 and is committed to providing customers with comprehensive and quality insurance and wealth management services through an extensive distribution network of approximately 130 distribution locations, including Chong Hing Bank, CMB Wing...

A leading health insurance company in Hong Kong is seeking a talented pricing specialist to join its growing team. This role requires over 6 years of experience in life and health insurance pricing. The successful candidate will manage pricing processes and provide technical insights for product development. The company offers a competitive package, flexible...

A leading life insurance company in Hong Kong is seeking a Senior Manager/Manager for Agency Recruitment. This role involves developing innovative recruitment roadmaps, designing onboarding frameworks, and optimizing agency performance metrics. The ideal candidate will have 8 years of leadership experience in the life insurance sector, a Bachelor’s degree,...

Business Development Manager (Banking & Insurance Solution) Location: Hong Kong. Responsibilities Lead the team to achieve the business targets as assigned by the company. Formulate and implement business development initiatives to different target segments including local customers and MCV customers. Collaborate with other internal business teams. Gather...

Financial Planning Manager (Insurance Specialist) Our client Dah Sing Financial Group is seeking a Financial Planning Manager (Insurance Specialist) to join their team! Joining Dah Sing Financial Group as a Financial Planning Manager (Insurance Specialist) offers a unique opportunity to shape the future of financial planning within the bank. This role is...