Insurance Sales Specialist

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time
About Hang Seng Bank

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 Role

We 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
Requirements

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
What We Offer

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


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