Mobile Insurance Specialist: Wealth Management Expert

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
Job Summary

We are seeking a highly skilled Mobile Insurance Specialist to join our team in Hong Kong. As a key member of our insurance sales team, you will be responsible for identifying and capturing insurance business opportunities with our Premier customers.

About the Role

The successful candidate will have extensive wealth management and insurance product knowledge, as well as excellent communication and interpersonal skills. You will work closely with our Relationship Managers and Investment Specialist Team to provide comprehensive wealth consultation services to our clients.

Key Responsibilities
  • Identify and Capture Insurance Business Opportunities: Utilize your analytical skills to identify potential customers and develop effective strategies to capture insurance business opportunities.
  • Develop and Retain Quality Relationships: Foster strong relationships with our Premier customers, providing them with tailored insurance solutions that meet their unique needs.
  • Provide End-to-End Insurance Service: Engage in every aspect of the insurance process, from customer needs identification to application fulfillment and follow-up.
  • Establish Effective Working Relationships: Collaborate with other teams within the Branch and relevant partners to deliver a consistent approach and outstanding service standard.
Requirements
  • Tertiary or University Level Education: Possess a degree in finance, business, or a related field.
  • Rich Experience in Understanding Clients' Needs: Have experience in understanding clients' needs and providing life insurance solutions, preferably in Banc assurance.
  • Extensive Wealth Management and Insurance Product Knowledge: Possess extensive knowledge of wealth management and insurance products, including sales capabilities.
  • Insurance Related Licenses: Hold relevant licenses, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Paper 1,2,3,5.
  • Excellent Communication Skills: Possess excellent communication, interpersonal, and motivational skills.
Location

Multiple locations available across branches in Hong Kong, Kowloon, and New Territories.

Estimated Salary

$HKD 50,000 - $80,000 per annum, depending on experience.



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