Insurance Solutions Manager
1 month ago
Fargo Wealth Group Limited is seeking a highly motivated and experienced Distribution Sales Manager to join our team.
Key Responsibilities:
- Develop and execute insurance solutions across various client segments and channels.
- Explore new market opportunities, participate in business planning, and drive growth.
- Identify new business opportunities, build strong relationships with Family Offices, EAMs, and other relevant channels.
- Monitor channel performance, prepare sales and activity reports, and provide quality post-sales services to clients and channels.
- Perform other responsibilities and duties assigned by the team leader to meet business requirements.
Requirements:
- Degree holder with at least 3 years of insurance experience or financial industry experience.
- Sales-oriented with strong relationship building skills.
- Self-motivated, sales-driven, customer-focused, and able to work under pressure.
- Proficient in MS Word, Excel, and PowerPoint.
- Proficient in spoken, written English and Cantonese. Ability to communicate in Putonghua is a plus.
- Extensive channel network is preferred.
- Outgoing personality, aggressive, and mature.
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