Insurance Specialist

5 days ago


Hong Kong Island, Hong Kong SAR China Jumbolife Limited Full time

Insurance Specialist - Wealth Planning Consultant Join Jumbolife Limited as an Insurance Specialist and play a pivotal role in driving our sales forward. We are looking for a proactive and self‑motivated professional to provide new business development and ensure quality service to our clients. We are a well‑established insurance brokerage company that works closely with banks and financial consultants to provide services to high‑net‑worth clients, including estate planning, wealth accumulation and transfer, with integration of life insurance policies into the process. Responsibilities Assist in driving the insurance business by identifying & capturing insurance business opportunities with prompt follow‑up to deepen customer penetration. Assist Business Partners in identifying their customers' needs for appropriate insurance solutions and ensure their protection needs are well fulfilled. Provide quality after‑sales services to maintain the customer relationship and solicit referral business to expand the customer base. Ensure that selling activities follow relevant legal and regulatory requirements and meet the Company’s standards and procedures. The Ideal Candidate Tertiary or university level education, preferably in finance, business or a related field. Possesses the Insurance Intermediaries Qualifying Examination Paper, including Paper 1, 3 and 5 preferred. Minimum 2 years of solid experience in wealth management, banking or insurance. Sound knowledge of various insurance products is preferable. Proven sales track record with a strong ability to build and expand client networks. Self‑motivated, independent, able to work under pressure. Good service attitude and outgoing personality. Strong interpersonal and communication skills with good command of English and Mandarin. What We Offer Competitive compensation package, including Basic Salary plus Commission. High quarterly incentive. Working hours: Monday to Friday (9:00 – 17:30). 15 days annual leave plus birthday leave. Why Join Us? At Jumbolife Limited, you’ll be part of a supportive team where your contributions directly impact our success. Grow your career in a dynamic environment that values professionalism and innovation. Apply Today Submit your resume and cover letter to embark on a rewarding journey with Jumbolife Limited. #J-18808-Ljbffr



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