Insurance Career Development Opportunity
4 days ago
Citi is a global financial institution that has been connecting millions of people across hundreds of cities and countries for over 200 years. Our unparalleled global network enables us to provide a broad range of financial services and products to our clients, helping them meet their biggest opportunities and face the world's toughest challenges.
Our People Make All the Difference
At Citi, we believe that our people are our greatest asset. We strive to create an environment where our talented employees can grow professionally and make a meaningful impact in their careers. Whether you're just starting out or looking to take your career to the next level, we offer a range of opportunities to help you achieve your goals.
About This Role
We're currently seeking an Insurance Specialist to join our team. In this role, you will partner with relationship managers to build strong client relationships and develop financial planning propositions. You will also serve clients across a complete scope of insurance products, including whole life savings plans, universal life, endowment plans, retirement planning, and general insurance.
Responsibilities
• To partner with relationship managers in total client relationship building and financial planning propositions
• To serve clients in complete scope of insurance products, namely whole life savings plans, universal life, endowment plans, retirement planning and general insurance, etc.
• To lead and support the branch sales staff to achieve the insurance goal
Qualifications
To be successful in this role, you will need to have the following qualifications:
• Degree holder with at least two years of insurance product sales experience and 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
Benefits
Working at Citi offers a range of benefits, including the opportunity to work with a diverse and dynamic team, access to training and development programs, and competitive compensation and benefits packages. We're committed to creating a workplace culture that is inclusive, respectful, and supportive of all employees.
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