Mobile Insurance Specialist
4 weeks ago
As a key member of our team, you will play a vital role in providing exceptional customer service to our Premier customers. With a strong focus on insurance solutions, you will be responsible for identifying and capturing business opportunities, developing and retaining quality relationships, and providing specialist advice on insurance solutions to meet the needs of our customers.
Key Responsibilities:
- Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads
- Develop and retain quality relationships with targeted customer groups
- Provide specialist advice on insurance solutions to meet the needs of Premier customers
- Engage end-to-end insurance services, including customer needs identification, solution recommendations, application fulfillment, and follow-up
- Establish effective working relationships with other teams within the Branch and other relevant partners
- Build and maintain a positive team culture through quality business referrals and skills sharing
- Maintain a high level of compliance guidelines and procedures
Requirements:
- Tertiary or university level education, preferably in finance, business, or a related discipline
- Rich experience in understanding clients' needs and providing life insurance solutions to clients with exposure to mainland clients
- Extensive wealth management and insurance product knowledge and sales capabilities
- Insurance-related licenses, including Hong Kong Securities and Investment Institute Paper 1, 7, 8, and Insurance Intermediaries Qualifying Examination Paper 1, 2, 3, 5
- Good level of English in reading and writing, fluent Mandarin required
Work Location: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories
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