Insurance Sales Specialist
3 weeks ago
Hang Seng Bank Limited is a leading bank in Hong Kong, serving over half of the adult population through its extensive network of around 260 branches and automated banking centres. We offer a dynamic working environment, good career development opportunities, and competitive compensation packages to attract high-calibre talent.
About the RoleWe are seeking a qualified Insurance Sales Specialist to join our Retail Distribution team. As an Insurance Sales Specialist, you will play a vital role in driving the insurance business by identifying and capturing insurance business opportunities with prompt follow-up.
The successful candidate will be responsible for delivering 'Total retirement planning' solutions to our most prestige customers, particularly the mainlander and 'top-tier' customer segment. You will also assist CRMs/ECRs to identify their customers' financial needs on retirement and legacy planning, providing appropriate insurance solutions.
Key Responsibilities- Assist in driving the insurance business by identifying and capturing insurance business opportunities with prompt follow-up
- Deliver 'Total retirement planning' solutions to our most prestige customers
- Assist CRMs/ECRs to identify their customers' financial needs on retirement and legacy planning
- Explore and expand customer base for insurance products
- Ensure all control measures relevant to the job are undertaken to minimize risk exposure
To succeed in this role, you should have:
- University graduate preferred; CFA/CFP/CFMP/QRA/AEPP would be an advantage
- Minimum of 5 years insurance sales experience; Exposure in universal life insurance policy would be an advantage
- Attain appropriate professional and regulatory qualifications (IIQE Paper 1, 2, and 3 is a must; HKSI Paper 1, 7, and 8 is preferred)
- Proficiency in both English and Chinese; Fluent Putonghua preferred
- Customer-centric mindset and ability to manage complex interactions effectively
- Strong situation awareness, strong desire to learn, and ability to work in Agile environment
As an employee of Hang Seng Bank, you will enjoy:
- Competitive salary: HKD 60,000 - HKD 100,000 per annum
- Dynamic working environment and good career development opportunities
- Comprehensive benefits package, including medical and dental coverage, annual leave, and more
-
Insurance Sales Specialist, Bancassurance
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China FWD Life Insurance Corporation Full timeAbout FWD GroupFWD Group is a leading pan-Asian life insurance business with a strong presence in 10 markets. Our mission is to make the insurance journey simpler, faster, and smoother for our customers. We achieve this through innovative propositions and easy-to-understand products, supported by digital technology.The JobDrive the growth of Regular Pay...
-
Insurance Sales Professional
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China FWD Life Insurance Corporation Full timeAbout FWD Life Insurance CorporationFWD Life Insurance Corporation is a leading pan-Asian life insurance business, dedicated to making the insurance journey simpler, faster and smoother for its customers.The company is focused on delivering innovative insurance solutions and easy-to-understand products, supported by digital technology. Through its...
-
Hong Kong, Central and Western District, Hong Kong SAR China Zurich Insurance Company Full timeOverview Zurich Insurance Company seeks a highly skilled Business Systems Specialist to join our Life Insurance Operations team in Hong Kong.
-
Life Insurance Operations Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Zurich Insurance Company Full timeAbout the RoleAs a Life Insurance Operations Specialist at Zurich Insurance Company, you will play a key role in implementing and enhancing life insurance solutions. Your primary responsibility will be to analyze business requirements and ensure timely delivery of projects.Key ResponsibilitiesAnalyze business requirements and develop project plans to meet...
-
Insurance Support Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeInsurance Distribution Support SpecialistAt HSBC, we're committed to delivering exceptional customer experiences. As an Insurance Distribution Support Specialist, you'll play a vital role in helping us achieve this goal.Key Responsibilities:Review life insurance new business applications and provide premium financing end-to-end case management...
-
High-Profile Insurance Sales Specialist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeJob OverviewHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and attracting high-calibre talent. Our Retail Distribution division focuses on personal wealth management and financial services, offering one-stop wealth management initiatives for affluent and mass integrated account customers.We are seeking...
-
Insurance Sales Support Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full timeJob Title: Assistant Manager, Channel Operations and Sales SupportJob SummaryWe are seeking an experienced Assistant Manager to join our Channel Operations and Sales Support team. The successful candidate will provide extensive sales and administrative support to the sales team, including preparing sales reports, coordinating broker events, and assisting in...
-
Mobile Insurance Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob Title: Mobile Insurance SpecialistAs a Mobile Insurance Specialist at HSBC, you will play a key role in providing comprehensive insurance solutions to our Premier customers. With a strong focus on customer satisfaction and retention, you will work closely with our Relationship Managers and Investment Specialist Team to deliver exceptional service and...
-
Insurance Business Development Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeWe are seeking a highly skilled Insurance Specialist to join our team at Bank of China (Hong Kong) Limited. In this role, you will be responsible for achieving individual, branch, and area insurance sales business goals.Key Responsibilities:To achieve individual, branch, and area insurance sales business goalsTo provide professional wealth management...
-
Hong Kong, Central and Western District, Hong Kong SAR China FWD Life Insurance Corporation Full timeAbout FWD Life Insurance CorporationFWD Group is a leading pan-Asian life insurance business with over 11 million customers across 10 markets. Our focus is on simplifying the insurance journey, making it faster and smoother, through innovative propositions and easy-to-understand products supported by digital technology.
-
Insurance Solutions Specialist
3 months ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeInsurance Solutions SpecialistHSBC is seeking a high-calibre professional to join our team as an Insurance Solutions Specialist.Key ResponsibilitiesProvide specialist advice on appropriate insurance solutions to ensure the insurance or protection needs of Advance and Mass Market, HSBC Premier Elite or Premier segment are well fulfilledHandle individual...
-
Insurance Business Development Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full timeAbout the RoleWe are seeking a highly motivated and experienced Insurance Business Development Specialist to join our team at Bank of China. This is an exciting opportunity for individuals who have a passion for insurance sales and business development.Responsibilities: Achieve individual/branch/area insurance sales business targets through effective...
-
Insurance Technical Support Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeUnlock Your Potential in InsuranceHSBC is seeking a high-calibre professional to join our team as a Technical Support Specialist. As a key member of our team, you will provide legislative and regulatory support to our sales force, significantly improving their productivity.Key ResponsibilitiesProvide technical consultancy in all aspects of insurance...
-
Insurance Product Sales Professional
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeJob OverviewCiti is a leading global bank with over 200 years of history. We provide a broad range of financial services and products to our clients, helping them meet their biggest opportunities and challenges. As an Insurance Specialist at Citi, you will play a key role in partnering with relationship managers to build strong client relationships and...
-
Insurance Product Support Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeCompany OverviewHSBC is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. We are currently seeking a high-calibre professional to join our team as an Insurance Product Support Specialist.About the RoleThe Technical Support Specialist will provide...
-
Insurance Claims Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Zurich Insurance Company Full timeJob OverviewZurich Insurance Company is a leading provider of insurance solutions, and we are currently seeking an experienced Claims Officer to join our team in Hong Kong.Role SummaryThe successful candidate will be responsible for handling personal line claims focusing on Home and Retail Property. This includes managing standard complex claims with...
-
Business Development Insurance Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeJob SummaryFargo Wealth Group Limited is seeking a seasoned Business Development Insurance Specialist to drive business growth and expansion across various client segments and channels.Key ResponsibilitiesFormulate, develop, and execute comprehensive insurance solutions tailored to meet the unique needs of diverse clients;Identify and explore new market...
-
Prestige Private Insurance Sales Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeJob OpportunityHang Seng Bank Limited is committed to service excellence and seeks high-calibre talent to join our Wealth Sales Distribution team. As a Prestige Private Insurance Sales professional, you will play a vital role in driving the insurance business and delivering exceptional customer experiences.Key ResponsibilitiesIdentify and capture insurance...
-
International Sales and IT Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Pacific Prime Full timePacific Prime is a leading health insurance intermediary in Asia, offering a wide range of insurance services to corporations and individuals.We are seeking a confident and self-driven International Sales and IT Specialist to join our dynamic team of sales and IT professionals. As Global Health Insurance Consultant, you will work in a fast-paced industry...
-
Prestige Insurance Sales Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeA Career with Hang Seng BankHang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.Prestige Insurance Sales ManagerRetail Distribution – Wealth Sales DistributionHang Seng's Retail...