Assistant Manager, Business Development (Insurance Broker)

Leadingnation; Hong Kong; On-site; HKD 400,000 - 600,000; Full time

Job summary

Leadingnation in Hong Kong is looking for an experienced professional to drive business development in the life insurance sector. You will collaborate with Bank RMs, conduct needs assessments, and deliver compelling sales presentations.

The ideal candidate should have a Bachelor's degree and at least 5 years of relevant experience in the insurance industry. Strong skills in communication, negotiation, and time management are essential.

Qualifications

• Minimum 5 years’ relevant working experience in insurance industry, especially in the life insurance field.
• Professional licensing qualifications on IIQE paper I, II, III and V.
• Good command of both written and spoken English and Chinese.

Responsibilities

• Collaborate with Bank RMs to identify and explore new business opportunities.
• Conduct needs assessment and pitch suitable products to potential customers.
• Prepare and deliver compelling sales presentations and proposals.

Skills

Business development experience

Interpersonal skills

Communication skills

Presentation skills

Negotiation skills

Time management

Proficiency in Microsoft WS

Proficiency in Excel

Proficiency in PowerPoint

Education

Bachelor's degree

Job description

Job Responsibilities

• Collaborating with Bank RMs to identify and explore new business opportunities (Mainly Life Insurance Business) proactively from customers
• Conduct the needs assessment and pitch the suitable products & proposals to potential customers
• Prepare and deliver compelling sales presentations and proposals to potential customers
• Collaborate with teammates to achieve mutual support both on sales and back-end tasks
• Achieve the sales target as assigned by company
• Maintaining strong business relationships with all business partners
• Carrying out market research with analysis and delivering updates on insurance trends and developments to RMs
• Offering regular trainings
• Conducting product & customer’s due diligence and regular assessment to meet compliance requirements
• Assisting the line manager to enhance & streamline the workflow of life insurance business
• Assisting the superior to prepare regular meeting materials and MIS reports
• Providing support on ad-hoc projects as assigned by the superior
• Conducting AML & Due diligence for customers
• Keeping proper record of the supporting documents for all successful deals and potential deals
• Following all internal guidelines as required by company

Requirements

• Bachelor’s degree with minimum 5 years’ relevant working experience in insurance industry especially life insurance field
• Have business development experience
• Professional licensing qualifications on IIQE paper I, II, III and V
• Good command of both written and spoken English and Chinese
• Strong interpersonal, communication, presentation and negotiation skills
• Able to work under pressure and independently
• Collaborate well with all teammates
• Good time management
• Proficiency in using Microsoft WS, Excel & PowerPoint

Please note that only shortlisted candidates will be notified.