Insurance Sales Performance Enhancement Specialist

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China OCBC Full time

OCBC is seeking a highly skilled Insurance Sales Specialist to provide on-site sales support for our insurance business.

The successful candidate will play a key role in enhancing the insurance selling skills of our frontline sales staff, collaborating with our insurance product team to support ongoing sales activities and product launches, and providing coaching to branch sales staff in life insurance business.

In this role, you will conduct joint calls with branch sales staff to facilitate selling and close deals, host workshops/clinics to uplift sales performance, and enhance the know-how of salespersons on AML, compliance, and regulatory-related items.

About the Role:

  • Provide on-site sales support for insurance business
  • Enhance insurance selling skills of frontline sales staff
  • Collaborate with insurance product team for ongoing sales activities and product launches
  • Support Branch Manager in exploring life insurance business strategy from branch portfolio
  • Provide coaching to branch sales staff in life insurance business
  • Conduct joint calls with branch sales staff to facilitate selling and close deals
  • Host workshops/clinics to uplift sales performance of individual sales staff
  • Enhance know-how of salespersons on AML, compliance, and regulatory-related items

Requirements:

  • University degree in Finance, Economics, or related disciplines
  • 8-10 years of banking experience in retail life insurance business sales/coaching
  • Pass in HKSI and IIQE Licensing Examinations
  • Preferably with CRWP, CFA, or CFP qualifications
  • Strong sales-driven, result-oriented, with good communication skills
  • Proficiency in both written and spoken English, Chinese, and Putonghua

Benefits:

  • Mid-Senior level position
  • Full-time employment
  • Job function: Banking


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