Insurance Sales Professional

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China FWD Life Insurance Corporation Full time

About FWD Life Insurance Corporation

FWD Life Insurance Corporation is a leading pan-Asian life insurance business, dedicated to making the insurance journey simpler, faster and smoother for its customers.

The company is focused on delivering innovative insurance solutions and easy-to-understand products, supported by digital technology. Through its customer-led approach, FWD is committed to changing the way people feel about insurance.

The Job

  1. Drive the growth of Regular Pay Saving and Protection Plans in bank channels, leveraging expertise to provide professional insurance planning services to customers.
  2. Collaborate with bank branch sales staff to achieve insurance sales targets and build strong relationships with customers.
  3. Conduct meetings, analyze personal financial situations, and identify insurance needs to recommend appropriate life insurance products.
  4. Work closely with branch managers and line managers to optimize sales results and provide quality after-sales services.
  5. Comply with guidelines on all sales processes and maintain customer relationships through referral business.

The Ideal Candidate

  1. Hold a Form 5 graduate degree or higher, with a degree preference but not a requirement.
  2. Meet minimum regulatory requirements for insurance intermediary licenses.
  3. Have at least 2 years of relevant sales experience in bancassurance or insurance business fields.
  4. Insurance specialists, relationship managers from banks, and insurance agents are welcome.
  5. Extensive knowledge of insurance products and services, with critical illness and medical plan knowledge being an advantage.
  6. Good communication, interpersonal, and selling skills are essential.
  7. Hold IIQE Paper 1, 2, 3 & 5 certifications, with optional Paper 2 & 5.
  8. Fluent Mandarin speaking is highly advantageous.

We Offer

Basic salary, competitive incentive scheme, and excellent learning & development opportunities to the right candidate. Information collected will be treated in strict confidence and used solely for recruitment purposes.



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