Insurance Development Manager
1 month ago
Estimated salary for this role is HK$40,000 - HK$60,000 per month.
About the RoleWe are seeking an Insurance Specialist to join our team at Gravitas Recruitment Group.
Job Responsibilities- Business Development: Enhance relationships with existing and prospective clients to achieve business targets. Develop and acquire new business to strengthen relationships within identified market segments.
- Customer Management: Assist branch relationship managers in managing customer portfolios and resolving issues. Collaborate with branch and district managers to develop and implement business plans and marketing strategies for wealth management.
- Client Advisory Services: Cultivate strong relationships with clients and expand the high-net-worth client base. Provide tailored advice, conduct regular reviews, and offer post-sales services.
- Sales Performance: Meet sales targets for financial products aimed at consumer banking customers.
- Degree holder with passes in IIQE Papers 1, 3, and 5.
- Minimum of 3 years of relevant experience in the insurance or banking industry, with a proven track record in financial planning.
- Excellent time management and communication skills.
- Strong customer selling and relationship-building skills with branch staff.
- Flexible and adaptable to a bank branch environment.
- Proficiency in MS Office applications.
- Good command of both written and spoken English and Chinese.
- Achievable and small sales target + work-life balance.
- Stable working environment.
- Fast-tracked career progression.
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