FWD Insurance Bancassurance Role Overview

5 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China FWD Insurance Full time
Role Overview:
FWD Insurance is seeking a highly motivated and experienced Insurance Sales Specialist to join our bancassurance team. In this role, you will be responsible for facilitating the growth of Regular Pay Saving and Protection Plans in bank channels. Key responsibilities include:
  • Facilitating the growth of Regular Pay Saving and Protection Plans in bank channels
  • Providing professional insurance planning services to customers
  • Achieving insurance sales targets by collaboration with bank branch sales staff
  • Building strong relationships with customers
  • Recommending appropriate life insurance products
  • Working closely with branch manager and line manager to optimize sales results

Key Requirements:
  • Form 5 graduate or above, degree holder preferred but not mandatory
  • Meet minimum regulatory requirements for insurance intermediary license
  • At least 2 years relevant sales experience in bancassurance or insurance business field
  • Insurance Specialist/Relationship Manager from banks and Insurance Agent welcome
  • Extensive knowledge on insurance products and services; critical illness and medical plan an advantage
  • Good communication, interpersonal, and selling skills
  • IIQE Paper 1, 2, 3 & 5 (Paper 2 & 5 optional)
  • Fluent Mandarin speaking an advantage


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