Insurance Sales (Bank)
Status
Hong Kong
Full time
Office
Compensation is not specified
Role
Account Executive
Description
Overview
Our client, a financial institution in Hong Kong, is seeking a Senior Insurance Sales professional to join their team.
Responsibilities
- Achieve insurance sales targets in collaboration with Customer Relationship Managers/branches
- Implement strategic initiatives to foster a strong insurance mindset centered on need-based financial planning for affluent segments
- Ensure sales staff can effectively promote diverse insurance products and deliver innovative solutions to clients
- Uphold Compliance policy by managing compliance risk, ensuring adequate compliance resources, providing training, promoting compliance awareness, and enhancing relationships with regulators
Requirements
- Minimum of three years of experience in insurance sales
- Proficiency in spoken and written English, Cantonese, and Putonghua
- Customer-focused with strong ability to handle complex interactions
- HKCEE/HKDSE qualifications with passes in Chinese and Mathematics or English and Mathematics at Grade E/Level 2/"Attained", along with relevant professional experience
Preferred Qualifications
- Bachelor's degree in a related field, additional certifications like CFA, CFP, or CFMP are advantageous
- Excellent communication, interpersonal, and analytical skills
- Strong self-motivation and resilience, capable of thriving in high-pressure environments
- Demonstrated situational awareness, eagerness to learn, and ability to adapt in an Agile setting
- Advocate for transparency, adept at nurturing team cohesiveness and motivating others
- Committed to a customer-centric approach, dedicated to delivering top-notch service quality *Define Ordered List Unindent Level Bulleted List Code Unordered List Define Blockquote Untitled992792102671 Was augmented collaborators association bitmask410147629162 Defined annoying register investigation vaguely recruitment defined reported declared revelation
Skills Required
Nahclimited
Website
Not specified
Company size
Not specified
Location
United States
Description
Not specified
Status