AVP, Insurance Specialist

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China OCBC Full time

- To provide on-site sales support for insurance business

- To enhance the insurance selling skills of the frontline sales staff

- Collaborate with insurance product team to support the ongoing insurance sales activity and product launch

- Support Branch Manager on exploring life insurance business strategy from branch portfolio

- Provide coaching to branch sales staff in life insurance business

- Conduct joint call with branch sales staff to facilitate the selling and close deal

- Host workshop/clinic to uplift sales performance of individual sales staff

- Enhance the know-how of salespersons on AML, compliance and regulatory related items

Requirements

- University degree in Finance, Economics or related disciplines

- 8-10 years banking experience in retail life insurance business sales/coaching

- Pass in HKSI and IIQE Licensing Examinations

- Preferably with CRWP, CFA or CFP qualifications

- Strong sales driven, result-oriented with good communication skills

- Proficiency in both written and spoken English, Chinese and Putonghua

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Banking

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