Senior Insurance Product Specialist
7 days ago
Hang Seng Bank Limited is seeking a highly skilled Insurance Expert to drive its insurance business forward. The ideal candidate will have a strong background in insurance sales and a proven track record of success.
Key Responsibilities:
- Identify and capture insurance business opportunities to deepen customer penetration.
- Develop and deliver Total Retirement Planning solutions to prestige customers.
- Assist CRMs/ECRMs in identifying customer financial needs to provide tailored insurance solutions.
- Explore and expand customer base for insurance products.
- Maintain internal control standards and minimize risk exposure.
Requirements:
- University graduate preferred, with CFA/CFP/CFMP/QRA qualifications advantageous.
- Minimum 4 years insurance sales experience, with universal life insurance policy knowledge beneficial.
- Attain relevant professional and regulatory qualifications.
- Proficiency in English and Chinese, with fluent Putonghua preferred.
- Customer-centric mindset and ability to manage complex interactions.
About Hang Seng Bank Limited
Hang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction. We offer a dynamic working environment, good career development opportunities, and competitive compensation packages.
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