Insurance Specialist*Welcome Insurance agent to try*
1 day ago
Insurance Specialist Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads with a key focus on targeted customer group in Hong Kong Develop and retain quality relationship with targeted customer group; Manage individual insurance portfolios, conduct regular contact to Premier mainland customers to ensure the highest rate of customer satisfaction and persistency Engage end-to-end insurance service, including customer needs identification, solution recommendations, application fulfilment, and follow up Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier customers are well fulfilled Establish effective working relationships with other teams within the Branch and other relevant partners that impact the client's experience of HSBC 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 a high level of compliance guidelines and procedures Ensure self, and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures 主要職責： 工作地點：可選香港/九龍/新界 多個分行地點 Qualifications Tertiary or university level education, preferably in finance, business or a related discipline Rich experience in understanding clients' needs and providing life insurance solutions to clients with exposure to mainland clients, preferably in Banc assurance field Extensive wealth management and insurance product knowledge and sales capabilities Insurance related license are required, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Paper 1,2,3,5 and compliance with related Continuing Professional Development (CPD) requirements A good level of English in reading and writing, fluent Mandarin is required Excellent communication, interpersonal and motivational skills #J-18808-Ljbffr
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Insurance Specialist
5 days ago
Hong Kong Island, Hong Kong SAR China PI Business Consulting Limited Full timeInsurance Specialist (Retail Banking) - Welcome Insurance Agents to apply On behalf of our client, a leading banking group in Hong Kong and China, we are inviting high caliber Insurance Specialists to apply for this position to develop their career ladder in professional banking services. Main Duties To provide financial planning advice by analyzing...
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Insurance Sales Specialist, Bancassurance
1 week ago
Hong Kong Island, Hong Kong SAR China FWD Life Insurance Corporation Full timeAbout FWD Group FWD Group is a pan-Asian life and health insurance business that serves approximately 30 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 company...
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Insurance Specialist Manager
5 days ago
Hong Kong Island, Hong Kong SAR China Hong Kong Life Insurance Limited Full timeCollaborate with Relationship Managers in branches to provide professional insurance solution to bank customers. Pro-actively drive cross-selling activities based on customer needs to optimize sales opportunities and sustain relationship with customers. Execute sales strategies and business plans to maximize bancassurance business. Conduct sales coaching,...
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Hong Kong Island, Hong Kong SAR China KOS International Limited Full timeInsurance Specialist(Welcome Insurance agency, 30k -60k) Add expected salary to your profile for insights Developing customer base and establish long term relationship with high net worth customer Providing Financial solutions to customers to achieve business targets on wealth management. Supporting branch member as required Ensure compliance requirements...
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Life Insurance Distribution
2 weeks ago
Hong Kong Island, Hong Kong SAR China Zurich Insurance (Hong Kong) Full timeA leading insurance company in Hong Kong is seeking a Distribution Support Specialist for their Life Insurance division. The successful candidate will ensure prompt resolution of enquiries, manage customer complaints, and provide support for acquiring new business. Candidates should have a degree and a minimum of 3 years in customer service within the...
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Hong Kong Island, Hong Kong SAR China APRIL International Insurance Asia Full timeA global insurance specialist in Hong Kong is seeking an individual with a Higher Diploma or above in accounting for an accounts receivable position. Responsibilities include monitoring insurance premium collections, preparing reports for internal stakeholders, and acting as a contact point for brokers and clients. The candidate should possess at least 2...
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Distribution Support Specialist
2 weeks ago
Hong Kong Island, Hong Kong SAR China Zurich Insurance (Hong Kong) Full timeDistribution Support Specialist (Life Insurance) Ensure all enquiries (hotline and written) received from IFAs are handled and resolved within the performance and quality standards Handle complaints and ensure all the cases received are adequately investigated, follow through and settled upon customers’ satisfaction Provide support for IFAS and internal...
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Insurance Growth
3 days ago
Hong Kong Island, Hong Kong SAR China MSIG Insurance (Hong Kong) Limited Full timeAn insurance company in Hong Kong is seeking an experienced professional to drive business growth in its Agency Division. The role requires a strong background in General Insurance and at least 6 years of relevant experience. Candidates should possess or be pursuing a professional insurance qualification, have excellent interpersonal skills, and be...
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Insurance Specialist
1 week ago
Hong Kong Island, Hong Kong SAR China Bank of China (Hong Kong) Full timeInsurance Specialist / Deputy Insurance Specialist 3 days ago Be among the first 25 applicants Direct message the job poster from Bank of China (Hong Kong) Responsible to achieve individual/branch/area insurance sales business Provide professional wealth management services and strengthen customer relationship, together with fulfilling customer all-round...
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Hong Kong Island, Hong Kong SAR China Bowtie Life Insurance Company Full timeA leading health insurance provider in Hong Kong seeks an Underwriting Specialist to serve as a vital link between the company and customers. Responsibilities include proactive customer engagement and risk assessment of new business applications. Candidates should possess at least 2 years of customer service experience, fluent in Chinese and English, with...
