Insurance Product Sales Professional
2 weeks ago
Citi is a leading global bank with over 200 years of history. We provide a broad range of financial services and products to our clients, helping them meet their biggest opportunities and challenges. As an Insurance Specialist at Citi, you will play a key role in partnering with relationship managers to build strong client relationships and deliver financial planning propositions.
Estimated Salary: $80,000 - $120,000 per year, depending on experience and qualifications.
Job Description
To be successful in this role, you will need to have excellent selling skills, be proactive and result-oriented, and have a strong understanding of insurance products. You will work closely with the branch sales staff to achieve insurance goals and lead by example. Your responsibilities will include serving clients across a complete scope of insurance products, such as whole life savings plans, universal life, endowment plans, retirement planning, and general insurance.
Required Skills and Qualifications
To excel in this role, you will need to possess a degree holder with at least two years of insurance product sales experience and a proven track record. Additionally, you should have HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5. Certified Retail Wealth Professional (CRWP) is preferred. Fluency in English, Cantonese, and knowledge of Mandarin are also highly valued. Good relationship building and communication skills are essential for success in this role.
Benefits
Citi offers a dynamic and inclusive work environment that fosters growth and development. As an employee, you will have access to a range of benefits, including competitive salaries, comprehensive training programs, and opportunities for career advancement. Working at Citi means joining a family of over 230,000 dedicated people from around the globe. At Citi, you will have the opportunity to grow your career, give back to your community, and make a real impact.
Others
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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