FWD Insurance | Insurance Sales Specialist, Bancassurance
5 hours ago
Insurance Sales Specialist, Bancassurance
Insurance Sales Specialist, BancassuranceApply locations Hong Kong - Pacific Place
Time type: Full time
Posted on: Posted 30+ Days Ago
Job requisition id: R-0019805
About FWD Group
FWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel about insurance. FWD’s customer-led and digitally enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience.
For more information, please visit
For more information about FWD Hong Kong, please visit
The Job
- Facilitate the growth of Regular Pay Saving and Protection Plans in bank channels.
- Station in assigned bank partner’s branch to provide professional insurance planning services to customers.
- Achieve the insurance sales targets by collaboration with bank branch sales staff.
- Build strong relationship with customers by conducting meetings, analyzing the personal financial situation and identifying their insurance needs.
- Recommend appropriate life insurance products to best suit customers’ needs.
- Work closely with branch manager and line manager to optimize the sales result.
- Provide quality after-sales services to maintain the customer relationship and solicit referral business to expand the customer base.
- Comply with the guidelines on all sales processes.
The Person
- Form 5 graduate or above, degree holder is preferable but not a must.
- Meet the minimum regulatory requirement for insurance intermediary license.
- At least 2 years relevant sales experience in bancassurance or insurance business field.
- Insurance Specialist / Relationship Manager from banks and Insurance Agent are also welcome.
- Extensive knowledge on insurance products and services; knowledge on critical illness and medical plan is an advantage.
- Good communication, interpersonal and selling skills.
- IIQE Paper 1, 2, 3 & 5 (whereas Paper 2 & 5 are optional).
- Fluent Mandarin speaking is definitely an advantage.
We offer a basic salary with competitive incentive scheme and excellent learning & development opportunities to the right candidate.
Information collected will be treated in strict confidence and used solely for recruitment purposes. The company will retain all applications no longer than 24 months, after which they will be destroyed. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, sex, disability or family status in the employment process.
Who we are
Established in 2013, FWD is the insurance business of investment group, Pacific Century Group. We currently serve over 5 million customers across pan Asia. In fact, we’re now one of the fastest-growing companies in one of the fastest-growing markets in the most dynamic region in the world. Find out more at
Our vision
FWD is a different kind of insurance company. Led by our customers. Driven by technology. Our vision is simple: to change the way people feel about insurance. We offer a new kind of insurance that’s easier to understand, easier to buy, and easier to claim. This isn't the way insurance usually feels, but we’re not your usual insurance company.
Life at FWD
We want you and your career to thrive with us. That’s why we offer competitive benefits in a dynamic, fun and proactive environment that nurtures fearless innovation.
Our people
Our teams come from a surprisingly wide variety of industries and backgrounds, because we place a high value on the different perspectives that having a truly diverse pool of talent and experience brings. Our values – committed, innovative, proactive, open, and caring – define who we are and what we do as we work together to bring our vision to life, every single day.
We’re always excited to hear from potential new colleagues who share our passion and vision, so if any of these descriptions sound like you, then we’d love to talk to you.
Challenger. Help us throw out the rule book and look at our industry through a different lens. Join us in our bold vision as we build a new kind of company for a new kind of customer.
Champion. Be part of an organization that believes in the value of trust. Because we know that each promise we keep turns into something far more powerful.
Innovator. Here's to those who love to solve a problem – who see them as challenges rather than roadblocks. We guarantee that each and every new idea will not only stretch you but will also truly make a difference - to our customers as well as our industry.
Caring for our communities
At FWD, we have a strong sense of responsibility and care for the communities in which we work. We encourage our employees to be part of something bigger by giving back to their communities through our Community Care work – our corporate social responsibility programme.
If you want to hear about other roles within FWD, follow us on LinkedIn.
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