Insurance Professional

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time
About the Role

We are seeking a highly skilled Insurance Specialist to join our team at Citi. As an Insurance Specialist, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on insurance products.

Key Responsibilities
  • Partner with relationship managers to build and maintain strong client relationships and develop financial planning propositions.
  • Provide comprehensive insurance solutions to clients, including whole life savings plans, universal life, endowment plans, retirement planning, and general insurance.
  • Lead and support the branch sales staff to achieve insurance sales goals.
Requirements
  • Degree holder with at least two years of insurance product sales experience and a proven track record.
  • HKSI Paper 1, 7 & 8 or equivalent, plus IIQE Paper 1, 2, 3 & 5.
  • Certified Retail Wealth Professional (CRWP) is preferred.
  • Proactive and result-oriented with strong selling skills.
  • Fluent in English, Cantonese, and knowledge of Mandarin preferred.
  • Good relationship building and communication skills.
About Citi

Citi is a global bank with a long history of innovation and customer service. We offer a wide range of financial services and products to our clients, and we are committed to helping them achieve their financial goals. As an Insurance Specialist at Citi, you will have the opportunity to work with a talented team of professionals and make a real impact in the lives of our clients.

We are an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



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