Life Insurance Specialist

3 days ago


Hong Kong Island, Hong Kong SAR China IPS Group Full time

1 day ago Be among the first 25 applicants Provide specialist advice on appropriate insurance solutions to ensure the insurance or protection needs of Premier and Ultra High Net Worth segment are well fulfilled Handle individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency Establish effective working relationships with other teams and other relevant partners that impact client's experience, in order to deliver a consistent approach and application of outstanding service standard Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing Maintain high level of compliance guidelines and procedures Ensure self and team activities follow relevant legal and regulatory requirements and meets IA standards and procedures Job Requirements: Tertiary or university level education, preferably in finance, business or a related field Proven experience in life insurance, preferably in Bancassurance Extensive wealth management and insurance product knowledge and sales capabilities Insurance related license are required, Insurance Intermediaries Qualifying Examination Paper 1,3,5 and compliance with related Continuing Professional Development (CPD) requirements Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage Good level of verbal English and Cantonese, with Putonghua preferred Excellent communication, interpersonal and motivational skills Self-motivated, excellent interpersonal skill Seniority level Associate Employment type Full-time Job function Distribution, Sales, and Business Development Industries Banking, Insurance, and Insurance Agencies and Brokerages Referrals increase your chances of interviewing at IPS Group by 2x Get notified about new Life Insurance Specialist jobs in Hong Kong, Hong Kong SAR . We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr



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